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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 | $138,443 | $127,387+8.7% | $115,038+20.3% | $125,389+10.4% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -2.03% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $5,864 | $5,166+13.5% | $4,608+27.3% | $4,866+20.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,316 | $9,516-65.2% | $8,175-59.4% | $9,541-65.2% |