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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 | $117,420 | $127,387-7.8% | $115,038+2.1% | $125,389-6.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.35% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $11,051 | $5,166+113.9% | $4,608+139.8% | $4,866+127.1% |
| Participant deferral / active EE | $6,253 | $6,423-2.7% | $6,026+3.8% | $5,352+16.8% |
| Admin fee / account holder | $1,157 | $9,516-87.8% | $8,175-85.9% | $9,541-87.9% |