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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 | $33,259 | $127,387-73.9% | $115,038-71.1% | $125,389-73.5% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -0.80% | 31.28%-32.1pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $5,887 | $5,166+13.9% | $4,608+27.8% | $4,866+21.0% |
| Participant deferral / active EE | $4,235 | $6,423-34.1% | $6,026-29.7% | $5,352-20.9% |
| Admin fee / account holder | $2,685 | $9,516-71.8% | $8,175-67.2% | $9,541-71.9% |