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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 | $50,784 | $127,387-60.1% | $115,038-55.9% | $125,389-59.5% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -0.99% | 31.28%-32.3pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $4,487 | $5,166-13.2% | $4,608-2.6% | $4,866-7.8% |
| Participant deferral / active EE | $7,117 | $6,423+10.8% | $6,026+18.1% | $5,352+33.0% |
| Admin fee / account holder | $3,813 | $9,516-59.9% | $8,175-53.4% | $9,541-60.0% |