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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 | $96,310 | $127,387-24.4% | $115,038-16.3% | $125,389-23.2% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | -0.43% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,859 | $5,166-64.0% | $4,608-59.7% | $4,866-61.8% |
| Participant deferral / active EE | $6,856 | $6,423+6.7% | $6,026+13.8% | $5,352+28.1% |
| Admin fee / account holder | $8,559 | $9,516-10.1% | $8,175+4.7% | $9,541-10.3% |