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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 | $37,107 | $127,387-70.9% | $115,038-67.7% | $125,389-70.4% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -0.20% | 31.28%-31.5pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,936 | $5,166-43.2% | $4,608-36.3% | $4,866-39.7% |
| Participant deferral / active EE | $4,799 | $6,423-25.3% | $6,026-20.4% | $5,352-10.3% |
| Admin fee / account holder | $23,264 | $9,516+144.5% | $8,175+184.6% | $9,541+143.8% |