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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 | $41,389 | $127,387-67.5% | $115,038-64.0% | $125,389-67.0% |
| Participation rate | 88.2% | 84.2%+4.1pp | 81.4%+6.9pp | 83.2%+5.0pp |
| Annual return | -0.53% | 31.28%-31.8pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,258 | $5,166-56.3% | $4,608-51.0% | $4,866-53.6% |
| Participant deferral / active EE | $6,029 | $6,423-6.1% | $6,0260% | $5,352+12.7% |
| Admin fee / account holder | $1,213 | $9,516-87.3% | $8,175-85.2% | $9,541-87.3% |