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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 | $113,672 | $127,387-10.8% | $115,038-1.2% | $125,389-9.3% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.65% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $7,069 | $5,166+36.8% | $4,608+53.4% | $4,866+45.3% |
| Participant deferral / active EE | $7,606 | $6,423+18.4% | $6,026+26.2% | $5,352+42.1% |
| Admin fee / account holder | $5,480 | $9,516-42.4% | $8,175-33.0% | $9,541-42.6% |