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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 | $54,801 | $127,387-57.0% | $115,038-52.4% | $125,389-56.3% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -2.32% | 31.28%-33.6pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,165 | $5,166-77.4% | $4,608-74.7% | $4,866-76.1% |
| Participant deferral / active EE | $3,914 | $6,423-39.1% | $6,026-35.1% | $5,352-26.9% |
| Admin fee / account holder | $469 | $9,516-95.1% | $8,175-94.3% | $9,541-95.1% |