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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 | $82,031 | $127,387-35.6% | $115,038-28.7% | $125,389-34.6% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -2.49% | 31.28%-33.8pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $6,476 | $5,166+25.4% | $4,608+40.5% | $4,866+33.1% |
| Participant deferral / active EE | $6,278 | $6,423-2.3% | $6,026+4.2% | $5,352+17.3% |
| Admin fee / account holder | $421 | $9,516-95.6% | $8,175-94.8% | $9,541-95.6% |