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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 | $33,617 | $127,387-73.6% | $115,038-70.8% | $125,389-73.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.59% | 31.28%-32.9pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $4,033 | $5,166-21.9% | $4,608-12.5% | $4,866-17.1% |
| Participant deferral / active EE | $3,396 | $6,423-47.1% | $6,026-43.6% | $5,352-36.5% |
| Admin fee / account holder | $9,575 | $9,516+0.6% | $8,175+17.1% | $9,541+0.4% |