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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 | $83,754 | $83,908-0.2% | $68,509+22.3% | $125,389-33.2% |
| Participation rate | 85.7% | 78.2%+7.5pp | 74.7%+11.0pp | 83.2%+2.5pp |
| Annual return | -0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $615 | $3,031-79.7% | $2,278-73.0% | $4,866-87.4% |
| Participant deferral / active EE | $4,120 | $4,125-0.1% | $3,382+21.8% | $5,352-23.0% |
| Admin fee / account holder | $928 | $8,982-89.7% | $5,275-82.4% | $9,541-90.3% |