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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 | $87,091 | $167,533-48.0% | $151,645-42.6% | $134,545-35.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -7.35% | 7.81%-15.2pp | 3.34%-10.7pp | 418.37%-425.7pp |
| Employer contribution / active EE | $2,634 | $6,828-61.4% | $6,165-57.3% | $4,742-44.5% |
| Participant deferral / active EE | $7,925 | $8,985-11.8% | $8,363-5.2% | $6,401+23.8% |
| Admin fee / account holder | $691 | $13,781-95.0% | $11,614-94.1% | $11,431-94.0% |