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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 | $110,140 | $140,592-21.7% | $123,106-10.5% | $125,388-12.2% |
| Participation rate | 87.0% | 88.2%-1.2pp | 86.8%+0.2pp | 83.2%+3.8pp |
| Annual return | -0.79% | 16.80%-17.6pp | 13.22%-14.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $5,457 | $6,041-9.7% | $5,151+5.9% | $4,866+12.1% |
| Participant deferral / active EE | $4,669 | $6,980-33.1% | $6,229-25.0% | $5,352-12.7% |
| Admin fee / account holder | $1,635 | $11,198-85.4% | $9,015-81.9% | $9,541-82.9% |