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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 | $124,286 | $127,386-2.4% | $115,037+8.0% | $125,388-0.9% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -1.77% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,619 | $5,166-49.3% | $4,608-43.2% | $4,866-46.2% |
| Participant deferral / active EE | $6,533 | $6,423+1.7% | $6,026+8.4% | $5,352+22.1% |
| Admin fee / account holder | $677 | $9,516-92.9% | $8,175-91.7% | $9,541-92.9% |