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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 | $84,080 | $140,592-40.2% | $123,105-31.7% | $125,389-32.9% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -1.38% | 16.80%-18.2pp | 13.22%-14.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,150 | $6,041-64.4% | $5,151-58.3% | $4,866-55.8% |
| Participant deferral / active EE | $8,477 | $6,980+21.4% | $6,229+36.1% | $5,352+58.4% |
| Admin fee / account holder | $7,701 | $11,198-31.2% | $9,014-14.6% | $9,541-19.3% |