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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 | $136,066 | $112,300+21.2% | $90,223+50.8% | $125,389+8.5% |
| Participation rate | 75.0% | 82.9%-7.9pp | 79.0%-4.0pp | 83.2%-8.2pp |
| Annual return | -0.55% | -0.57%0pp | 1.31%-1.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $5,182 | $5,1810% | $4,378+18.3% | $4,866+6.5% |
| Participant deferral / active EE | $5,871 | $6,733-12.8% | $5,792+1.4% | $5,352+9.7% |
| Admin fee / account holder | $1,486 | $10,990-86.5% | $7,406-79.9% | $9,541-84.4% |