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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 | $84,017 | $97,020-13.4% | $83,327+0.8% | $135,380-37.9% |
| Participation rate | 86.4% | 80.4%+6.0pp | 77.8%+8.6pp | 82.6%+3.7pp |
| Annual return | -4.19% | 12.31%-16.5pp | 10.64%-14.8pp | 519.81%-524.0pp |
| Employer contribution / active EE | $2,910 | $4,144-29.8% | $3,379-13.9% | $4,779-39.1% |
| Participant deferral / active EE | $2,888 | $5,964-51.6% | $5,565-48.1% | $5,609-48.5% |
| Admin fee / account holder | $20,866 | $8,426+147.6% | $7,540+176.7% | $10,828+92.7% |