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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 | $83,668 | $113,941-26.6% | $94,229-11.2% | $125,389-33.3% |
| Participation rate | 70.0% | 82.9%-12.9pp | 78.8%-8.8pp | 83.2%-13.2pp |
| Annual return | -0.91% | 5.29%-6.2pp | 10.68%-11.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $5,237 | $4,727+10.8% | $3,587+46.0% | $4,866+7.6% |
| Participant deferral / active EE | $8,523 | $5,179+64.6% | $4,320+97.3% | $5,352+59.3% |
| Admin fee / account holder | $6,934 | $8,392-17.4% | $6,269+10.6% | $9,541-27.3% |