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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 | $116,523 | $127,387-8.5% | $115,038+1.3% | $125,389-7.1% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -2.40% | 31.28%-33.7pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,030 | $5,166-60.7% | $4,608-55.9% | $4,866-58.3% |
| Participant deferral / active EE | $2,934 | $6,423-54.3% | $6,026-51.3% | $5,352-45.2% |
| Admin fee / account holder | $1,641 | $9,516-82.8% | $8,175-79.9% | $9,541-82.8% |