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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 | $18,580 | $140,578-86.8% | $100,671-81.5% | $125,389-85.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 70.7%+9.3pp | 83.2%-3.2pp |
| Annual return | -0.90% | 24.67%-25.6pp | 20.43%-21.3pp | 282.24%-283.1pp |
| Employer contribution / active EE | $912 | $5,965-84.7% | $4,012-77.3% | $4,866-81.3% |
| Participant deferral / active EE | $1,240 | $3,981-68.9% | $3,144-60.6% | $5,352-76.8% |
| Admin fee / account holder | $1,514 | $6,716-77.5% | $4,850-68.8% | $9,541-84.1% |