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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 | $104,424 | $127,387-18.0% | $115,038-9.2% | $125,389-16.7% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | -0.97% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $4,838 | $5,166-6.4% | $4,608+5.0% | $4,866-0.6% |
| Participant deferral / active EE | $7,065 | $6,423+10.0% | $6,026+17.2% | $5,352+32.0% |
| Admin fee / account holder | $1,243 | $9,516-86.9% | $8,175-84.8% | $9,541-87.0% |