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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 | $115,574 | $127,387-9.3% | $115,038+0.5% | $125,389-7.8% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -1.08% | 31.28%-32.4pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,285 | $6,423+75.7% | $6,026+87.3% | $5,352+110.9% |
| Admin fee / account holder | $10,368 | $9,516+9.0% | $8,175+26.8% | $9,541+8.7% |