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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 | $121,430 | $167,522-27.5% | $151,639-19.9% | $134,532-9.7% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,979 | $6,828-12.4% | $6,165-3.0% | $4,741+26.1% |
| Participant deferral / active EE | $5,209 | $8,986-42.0% | $8,363-37.7% | $6,401-18.6% |
| Admin fee / account holder | $944 | $13,780-93.1% | $11,613-91.9% | $11,429-91.7% |