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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 | $85,129 | $127,387-33.2% | $115,038-26.0% | $125,389-32.1% |
| Participation rate | 95.0% | 84.2%+10.8pp | 81.4%+13.6pp | 83.2%+11.8pp |
| Annual return | -0.66% | 31.28%-31.9pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $4,600 | $5,166-11.0% | $4,608-0.2% | $4,866-5.5% |
| Participant deferral / active EE | $7,918 | $6,423+23.3% | $6,026+31.4% | $5,352+48.0% |
| Admin fee / account holder | $7,925 | $9,516-16.7% | $8,175-3.1% | $9,541-16.9% |