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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 | $37,651 | $140,592-73.2% | $123,105-69.4% | $125,389-70.0% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -1.30% | 16.80%-18.1pp | 13.22%-14.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,617 | $6,041-56.7% | $5,151-49.2% | $4,866-46.2% |
| Participant deferral / active EE | $9,217 | $6,980+32.0% | $6,229+48.0% | $5,352+72.2% |
| Admin fee / account holder | $2,365 | $11,198-78.9% | $9,014-73.8% | $9,541-75.2% |