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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 | $74,537 | $127,386-41.5% | $115,037-35.2% | $125,388-40.6% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -2.33% | 31.28%-33.6pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,373 | $5,166-54.1% | $4,608-48.5% | $4,866-51.2% |
| Participant deferral / active EE | $10,567 | $6,423+64.5% | $6,026+75.4% | $5,352+97.5% |
| Admin fee / account holder | $999 | $9,516-89.5% | $8,175-87.8% | $9,541-89.5% |