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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 | $32,113 | $167,362-80.8% | $143,799-77.7% | $134,532-76.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -6.50% | 0.47%-7.0pp | -0.04%-6.5pp | 418.27%-424.8pp |
| Employer contribution / active EE | $2,029 | $5,620-63.9% | $4,952-59.0% | $4,741-57.2% |
| Participant deferral / active EE | $2,844 | $6,447-55.9% | $5,638-49.6% | $6,401-55.6% |
| Admin fee / account holder | $662 | $18,094-96.3% | $14,677-95.5% | $11,429-94.2% |