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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 | $84,709 | $127,387-33.5% | $115,038-26.4% | $125,389-32.4% |
| Participation rate | 88.2% | 84.2%+4.1pp | 81.4%+6.9pp | 83.2%+5.0pp |
| Annual return | -1.31% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $5,415 | $5,166+4.8% | $4,608+17.5% | $4,866+11.3% |
| Participant deferral / active EE | $5,721 | $6,423-10.9% | $6,026-5.1% | $5,352+6.9% |
| Admin fee / account holder | $1,772 | $9,516-81.4% | $8,175-78.3% | $9,541-81.4% |