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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 | $95,371 | $167,533-43.1% | $151,645-37.1% | $134,545-29.1% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.5%-2.5pp | 81.2%+3.8pp |
| Annual return | -13.35% | 7.81%-21.2pp | 3.34%-16.7pp | 418.37%-431.7pp |
| Employer contribution / active EE | $5,148 | $6,828-24.6% | $6,165-16.5% | $4,742+8.6% |
| Participant deferral / active EE | $7,708 | $8,985-14.2% | $8,363-7.8% | $6,401+20.4% |
| Admin fee / account holder | $6,366 | $13,781-53.8% | $11,614-45.2% | $11,431-44.3% |