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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 | $80,854 | $127,387-36.5% | $115,038-29.7% | $125,389-35.5% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -0.83% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,779 | $5,166-46.2% | $4,608-39.7% | $4,866-42.9% |
| Participant deferral / active EE | $5,705 | $6,423-11.2% | $6,026-5.3% | $5,352+6.6% |
| Admin fee / account holder | $6,153 | $9,516-35.3% | $8,175-24.7% | $9,541-35.5% |