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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 | $29,211 | $127,387-77.1% | $115,038-74.6% | $125,389-76.7% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | -0.39% | 31.28%-31.7pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $4,965 | $5,166-3.9% | $4,608+7.8% | $4,866+2.0% |
| Participant deferral / active EE | $2,497 | $6,423-61.1% | $6,026-58.6% | $5,352-53.3% |
| Admin fee / account holder | $7,559 | $9,516-20.6% | $8,175-7.5% | $9,541-20.8% |