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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 | $62,263 | $167,353-62.8% | $143,797-56.7% | $134,545-53.7% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -4.89% | 0.48%-5.4pp | -0.04%-4.8pp | 418.37%-423.3pp |
| Employer contribution / active EE | $1,567 | $5,620-72.1% | $4,952-68.4% | $4,742-67.0% |
| Participant deferral / active EE | $2,153 | $6,447-66.6% | $5,638-61.8% | $6,401-66.4% |
| Admin fee / account holder | $1,234 | $18,096-93.2% | $14,679-91.6% | $11,431-89.2% |