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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 | $97,503 | $127,387-23.5% | $115,038-15.2% | $125,389-22.2% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -0.83% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $3,926 | $5,166-24.0% | $4,608-14.8% | $4,866-19.3% |
| Participant deferral / active EE | $11,054 | $6,423+72.1% | $6,026+83.4% | $5,352+106.6% |
| Admin fee / account holder | $56,057 | $9,516+489.1% | $8,175+585.7% | $9,541+487.5% |