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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 | $51,513 | $110,083-53.2% | $151,628-66.0% | $68,495-24.8% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -17.11% | -10.12%-7.0pp | 3.34%-20.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,400 | $4,470-68.7% | $6,165-77.3% | $2,596-46.1% |
| Participant deferral / active EE | $3,074 | $6,526-52.9% | $8,363-63.2% | $4,028-23.7% |
| Admin fee / account holder | $1,441 | $7,718-81.3% | $11,613-87.6% | $5,403-73.3% |