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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,778 | $113,941-66.8% | $94,229-59.9% | $125,389-69.9% |
| Participation rate | 92.3% | 82.9%+9.4pp | 78.8%+13.5pp | 83.2%+9.1pp |
| Annual return | -3.01% | 5.29%-8.3pp | 10.68%-13.7pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,254 | $4,727-52.3% | $3,587-37.2% | $4,866-53.7% |
| Participant deferral / active EE | $6,543 | $5,179+26.3% | $4,320+51.4% | $5,352+22.3% |
| Admin fee / account holder | $465 | $8,392-94.5% | $6,269-92.6% | $9,541-95.1% |