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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 | $87,040 | $140,592-38.1% | $123,105-29.3% | $125,389-30.6% |
| Participation rate | 94.7% | 88.2%+6.5pp | 86.8%+8.0pp | 83.2%+11.5pp |
| Annual return | -2.62% | 16.80%-19.4pp | 13.22%-15.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $6,342 | $6,041+5.0% | $5,151+23.1% | $4,866+30.3% |
| Participant deferral / active EE | $13,388 | $6,980+91.8% | $6,229+114.9% | $5,352+150.2% |
| Admin fee / account holder | $2,804 | $11,198-75.0% | $9,014-68.9% | $9,541-70.6% |