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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 | $113,706 | $197,819-42.5% | $155,789-27.0% | $125,389-9.3% |
| Participation rate | 86.7% | 82.1%+4.6pp | 76.1%+10.6pp | 83.2%+3.5pp |
| Annual return | -1.67% | 86.73%-88.4pp | 71.54%-73.2pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,610 | $4,850-46.2% | $3,839-32.0% | $4,866-46.4% |
| Participant deferral / active EE | $5,671 | $5,631+0.7% | $4,798+18.2% | $5,352+6.0% |
| Admin fee / account holder | $14,535 | $9,544+52.3% | $7,477+94.4% | $9,541+52.3% |