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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 | $140,731 | $140,592+0.1% | $123,105+14.3% | $125,389+12.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -2.99% | 16.80%-19.8pp | 13.22%-16.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $3,256 | $6,041-46.1% | $5,151-36.8% | $4,866-33.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,511 | $11,198-50.8% | $9,014-38.9% | $9,541-42.2% |