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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 | $29,437 | $127,386-76.9% | $115,037-74.4% | $125,388-76.5% |
| Participation rate | 95.2% | 84.2%+11.1pp | 81.4%+13.9pp | 83.2%+12.0pp |
| Annual return | -3.35% | 31.28%-34.6pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $2,139 | $5,166-58.6% | $4,608-53.6% | $4,866-56.0% |
| Participant deferral / active EE | $2,594 | $6,423-59.6% | $6,026-57.0% | $5,352-51.5% |
| Admin fee / account holder | $531 | $9,516-94.4% | $8,175-93.5% | $9,541-94.4% |