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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 | $106,130 | $127,387-16.7% | $115,038-7.7% | $125,389-15.4% |
| Participation rate | 82.6% | 84.2%-1.5pp | 81.4%+1.2pp | 83.2%-0.6pp |
| Annual return | -0.12% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,575 | $5,166-50.1% | $4,608-44.1% | $4,866-47.1% |
| Participant deferral / active EE | $7,063 | $6,423+10.0% | $6,026+17.2% | $5,352+32.0% |
| Admin fee / account holder | $41,205 | $9,516+333.0% | $8,175+404.0% | $9,541+331.9% |