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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 | $45,692 | $127,387-64.1% | $115,038-60.3% | $125,389-63.6% |
| Participation rate | 76.9% | 84.2%-7.2pp | 81.4%-4.4pp | 83.2%-6.3pp |
| Annual return | -0.97% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,964 | $5,166-42.6% | $4,608-35.7% | $4,866-39.1% |
| Participant deferral / active EE | $8,181 | $6,423+27.4% | $6,026+35.8% | $5,352+52.9% |
| Admin fee / account holder | $3,316 | $9,516-65.2% | $8,175-59.4% | $9,541-65.2% |