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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 | $89,836 | $127,386-29.5% | $115,037-21.9% | $125,388-28.4% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -1.52% | 31.28%-32.8pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,141 | $5,166-58.6% | $4,608-53.5% | $4,866-56.0% |
| Participant deferral / active EE | $9,340 | $6,423+45.4% | $6,026+55.0% | $5,352+74.5% |
| Admin fee / account holder | $1,068 | $9,516-88.8% | $8,175-86.9% | $9,541-88.8% |