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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 | $84,955 | $127,387-33.3% | $115,038-26.2% | $125,389-32.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -2.90% | 31.28%-34.2pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $3,303 | $5,166-36.1% | $4,608-28.3% | $4,866-32.1% |
| Participant deferral / active EE | $7,028 | $6,423+9.4% | $6,026+16.6% | $5,352+31.3% |
| Admin fee / account holder | $3,574 | $9,516-62.4% | $8,175-56.3% | $9,541-62.5% |