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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 | $80,626 | $140,592-42.7% | $123,105-34.5% | $125,389-35.7% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -0.29% | 16.80%-17.1pp | 13.22%-13.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $3,039 | $6,041-49.7% | $5,151-41.0% | $4,866-37.5% |
| Participant deferral / active EE | $6,569 | $6,980-5.9% | $6,229+5.4% | $5,352+22.7% |
| Admin fee / account holder | $8,793 | $11,198-21.5% | $9,014-2.5% | $9,541-7.8% |