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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 | $129,348 | $127,386+1.5% | $115,037+12.4% | $125,388+3.2% |
| Participation rate | 73.9% | 84.2%-10.2pp | 81.4%-7.5pp | 83.2%-9.3pp |
| Annual return | -0.97% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,955 | $6,423+8.3% | $6,026+15.4% | $5,352+30.0% |
| Admin fee / account holder | $1,701 | $9,516-82.1% | $8,175-79.2% | $9,541-82.2% |