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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 | $94,623 | $127,387-25.7% | $115,038-17.7% | $125,389-24.5% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -2.19% | 31.28%-33.5pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $4,132 | $5,166-20.0% | $4,608-10.3% | $4,866-15.1% |
| Participant deferral / active EE | $8,103 | $6,423+26.2% | $6,026+34.5% | $5,352+51.4% |
| Admin fee / account holder | $2,648 | $9,516-72.2% | $8,175-67.6% | $9,541-72.2% |