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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 | $97,002 | $127,387-23.9% | $115,038-15.7% | $125,389-22.6% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -1.52% | 31.28%-32.8pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $8,681 | $5,166+68.0% | $4,608+88.4% | $4,866+78.4% |
| Participant deferral / active EE | $5,309 | $6,423-17.3% | $6,026-11.9% | $5,352-0.8% |
| Admin fee / account holder | $763 | $9,516-92.0% | $8,175-90.7% | $9,541-92.0% |