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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 | $131,042 | $127,387+2.9% | $115,038+13.9% | $125,389+4.5% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | -2.60% | 31.28%-33.9pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $3,501 | $5,166-32.2% | $4,608-24.0% | $4,866-28.1% |
| Participant deferral / active EE | $8,933 | $6,423+39.1% | $6,026+48.2% | $5,352+66.9% |
| Admin fee / account holder | $315 | $9,516-96.7% | $8,175-96.1% | $9,541-96.7% |