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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 | $136,355 | $140,592-3.0% | $123,105+10.8% | $125,389+8.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -3.37% | 16.80%-20.2pp | 13.22%-16.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $2,477 | $6,041-59.0% | $5,151-51.9% | $4,866-49.1% |
| Participant deferral / active EE | $5,146 | $6,980-26.3% | $6,229-17.4% | $5,352-3.8% |
| Admin fee / account holder | $21,541 | $11,198+92.4% | $9,014+139.0% | $9,541+125.8% |