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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 | $22,776 | $127,387-82.1% | $115,038-80.2% | $125,389-81.8% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -1.78% | 31.28%-33.1pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,371 | $5,166-73.5% | $4,608-70.2% | $4,866-71.8% |
| Participant deferral / active EE | $3,112 | $6,423-51.6% | $6,026-48.4% | $5,352-41.9% |
| Admin fee / account holder | $2,024 | $9,516-78.7% | $8,175-75.2% | $9,541-78.8% |