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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 | $95,051 | $167,533-43.3% | $151,645-37.3% | $134,545-29.4% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -13.31% | 7.81%-21.1pp | 3.34%-16.6pp | 418.37%-431.7pp |
| Employer contribution / active EE | $2,283 | $6,828-66.6% | $6,165-63.0% | $4,742-51.9% |
| Participant deferral / active EE | $7,948 | $8,985-11.5% | $8,363-5.0% | $6,401+24.2% |
| Admin fee / account holder | $987 | $13,781-92.8% | $11,614-91.5% | $11,431-91.4% |