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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 | $93,154 | $127,387-26.9% | $115,038-19.0% | $125,389-25.7% |
| Participation rate | 82.4% | 84.2%-1.8pp | 81.4%+1.0pp | 83.2%-0.8pp |
| Annual return | -0.48% | 31.28%-31.8pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $3,815 | $5,166-26.1% | $4,608-17.2% | $4,866-21.6% |
| Participant deferral / active EE | $9,845 | $6,423+53.3% | $6,026+63.4% | $5,352+84.0% |
| Admin fee / account holder | $975 | $9,516-89.8% | $8,175-88.1% | $9,541-89.8% |