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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 | $87,649 | $127,387-31.2% | $115,038-23.8% | $125,389-30.1% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -1.14% | 31.28%-32.4pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $5,886 | $5,166+13.9% | $4,608+27.7% | $4,866+21.0% |
| Participant deferral / active EE | $9,020 | $6,423+40.4% | $6,026+49.7% | $5,352+68.6% |
| Admin fee / account holder | $585 | $9,516-93.9% | $8,175-92.8% | $9,541-93.9% |