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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 | $59,838 | $127,387-53.0% | $115,038-48.0% | $125,389-52.3% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | -0.17% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,041 | $5,166-60.5% | $4,608-55.7% | $4,866-58.1% |
| Participant deferral / active EE | $6,243 | $6,423-2.8% | $6,026+3.6% | $5,352+16.7% |
| Admin fee / account holder | $30,717 | $9,516+222.8% | $8,175+275.7% | $9,541+222.0% |