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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 | $80,075 | $127,387-37.1% | $115,038-30.4% | $125,389-36.1% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -2.97% | 31.28%-34.2pp | 26.14%-29.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $2,311 | $5,166-55.3% | $4,608-49.9% | $4,866-52.5% |
| Participant deferral / active EE | $4,256 | $6,423-33.7% | $6,026-29.4% | $5,352-20.5% |
| Admin fee / account holder | $1,794 | $9,516-81.1% | $8,175-78.1% | $9,541-81.2% |