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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 | $64,514 | $127,386-49.4% | $115,037-43.9% | $125,388-48.5% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -3.44% | 31.28%-34.7pp | 26.14%-29.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $4,549 | $5,166-11.9% | $4,608-1.3% | $4,866-6.5% |
| Participant deferral / active EE | $8,222 | $6,423+28.0% | $6,026+36.4% | $5,352+53.6% |
| Admin fee / account holder | $951 | $9,516-90.0% | $8,175-88.4% | $9,541-90.0% |