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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 | $111,896 | $71,873+55.7% | $86,698+29.1% | $68,490+63.4% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.7pp | 67.9%+25.4pp |
| Annual return | -16.54% | 3.54%-20.1pp | 35.96%-52.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $8,205 | $2,173+277.5% | $2,837+189.2% | $2,597+216.0% |
| Participant deferral / active EE | $6,592 | $3,779+74.4% | $4,656+41.6% | $4,028+63.7% |
| Admin fee / account holder | $27,036 | $6,110+342.5% | $7,492+260.9% | $5,403+400.4% |