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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 | $93,271 | $140,592-33.7% | $123,105-24.2% | $125,389-25.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.11% | 16.80%-19.9pp | 13.22%-16.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $5,815 | $6,041-3.7% | $5,151+12.9% | $4,866+19.5% |
| Participant deferral / active EE | $7,285 | $6,980+4.4% | $6,229+16.9% | $5,352+36.1% |
| Admin fee / account holder | $1,141 | $11,198-89.8% | $9,014-87.3% | $9,541-88.0% |