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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 | $47,462 | $127,387-62.7% | $115,038-58.7% | $125,389-62.1% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -1.40% | 31.28%-32.7pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $916 | $5,166-82.3% | $4,608-80.1% | $4,866-81.2% |
| Participant deferral / active EE | $2,735 | $6,423-57.4% | $6,026-54.6% | $5,352-48.9% |
| Admin fee / account holder | $1,117 | $9,516-88.3% | $8,175-86.3% | $9,541-88.3% |