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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 | $201,555 | $228,352-11.7% | $185,835+8.5% | $158,966+26.8% |
| Participation rate | 82.4% | 82.3%0pp | 78.0%+4.3pp | 82.0%+0.4pp |
| Annual return | 5.96% | 40.81%-34.9pp | 35.96%-30.0pp | 302.95%-297.0pp |
| Employer contribution / active EE | $4,588 | $4,967-7.6% | $4,087+12.3% | $4,762-3.7% |
| Participant deferral / active EE | $6,422 | $6,416+0.1% | $5,633+14.0% | $5,983+7.3% |
| Admin fee / account holder | $37,974 | $11,867+220.0% | $9,502+299.6% | $11,250+237.5% |