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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 | $46,626 | $127,387-63.4% | $115,038-59.5% | $125,389-62.8% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | -1.44% | 31.28%-32.7pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,621 | $5,166-68.6% | $4,608-64.8% | $4,866-66.7% |
| Participant deferral / active EE | $2,202 | $6,423-65.7% | $6,026-63.5% | $5,352-58.8% |
| Admin fee / account holder | $3,114 | $9,516-67.3% | $8,175-61.9% | $9,541-67.4% |