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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 | $165,077 | $211,946-22.1% | $169,452-2.6% | $135,380+21.9% |
| Participation rate | 93.3% | 82.6%+10.7pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -8.21% | 3.26%-11.5pp | 1.83%-10.0pp | 519.81%-528.0pp |
| Employer contribution / active EE | $2,526 | $5,117-50.6% | $4,157-39.2% | $4,779-47.2% |
| Participant deferral / active EE | $6,528 | $6,075+7.4% | $5,277+23.7% | $5,609+16.4% |
| Admin fee / account holder | $4,237 | $11,472-63.1% | $9,110-53.5% | $10,828-60.9% |