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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 | $174,463 | $127,387+37.0% | $115,038+51.7% | $125,389+39.1% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -0.90% | 31.28%-32.2pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $11,461 | $5,166+121.8% | $4,608+148.7% | $4,866+135.5% |
| Participant deferral / active EE | $7,616 | $6,423+18.6% | $6,026+26.4% | $5,352+42.3% |
| Admin fee / account holder | $3,962 | $9,516-58.4% | $8,175-51.5% | $9,541-58.5% |