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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 | $116,298 | $127,387-8.7% | $115,038+1.1% | $125,389-7.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -0.59% | 31.28%-31.9pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $3,291 | $5,166-36.3% | $4,608-28.6% | $4,866-32.4% |
| Participant deferral / active EE | $7,117 | $6,423+10.8% | $6,026+18.1% | $5,352+33.0% |
| Admin fee / account holder | $523 | $9,516-94.5% | $8,175-93.6% | $9,541-94.5% |