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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 | $43,177 | $127,386-66.1% | $115,037-62.5% | $125,388-65.6% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -1.02% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $4,398 | $5,166-14.9% | $4,608-4.5% | $4,866-9.6% |
| Participant deferral / active EE | $8,085 | $6,423+25.9% | $6,026+34.2% | $5,352+51.1% |
| Admin fee / account holder | $25,943 | $9,516+172.6% | $8,175+217.3% | $9,541+171.9% |