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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 | $94,354 | $127,386-25.9% | $115,037-18.0% | $125,388-24.8% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -1.52% | 31.28%-32.8pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $3,635 | $5,166-29.6% | $4,608-21.1% | $4,866-25.3% |
| Participant deferral / active EE | $6,997 | $6,423+8.9% | $6,026+16.1% | $5,352+30.8% |
| Admin fee / account holder | $4,477 | $9,516-53.0% | $8,175-45.2% | $9,541-53.1% |