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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 | $133,624 | $211,946-37.0% | $169,452-21.1% | $135,380-1.3% |
| Participation rate | 79.2% | 82.6%-3.5pp | 77.8%+1.4pp | 82.6%-3.5pp |
| Annual return | -3.80% | 3.26%-7.1pp | 1.83%-5.6pp | 519.81%-523.6pp |
| Employer contribution / active EE | $3,565 | $5,117-30.3% | $4,157-14.2% | $4,779-25.4% |
| Participant deferral / active EE | $8,330 | $6,075+37.1% | $5,277+57.9% | $5,609+48.5% |
| Admin fee / account holder | $10,534 | $11,472-8.2% | $9,110+15.6% | $10,828-2.7% |