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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 | $114,468 | $127,387-10.1% | $115,038-0.5% | $125,389-8.7% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -1.86% | 31.28%-33.1pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $18,832 | $5,166+264.5% | $4,608+308.7% | $4,866+287.0% |
| Participant deferral / active EE | $8,283 | $6,423+29.0% | $6,026+37.4% | $5,352+54.8% |
| Admin fee / account holder | $639 | $9,516-93.3% | $8,175-92.2% | $9,541-93.3% |