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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 | $96,744 | $127,387-24.1% | $115,038-15.9% | $125,389-22.8% |
| Participation rate | 93.8% | 84.2%+9.6pp | 81.4%+12.4pp | 83.2%+10.6pp |
| Annual return | 0.50% | 31.28%-30.8pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $8,528 | $5,166+65.1% | $4,608+85.1% | $4,866+75.3% |
| Participant deferral / active EE | $2,205 | $6,423-65.7% | $6,026-63.4% | $5,352-58.8% |
| Admin fee / account holder | $2,723 | $9,516-71.4% | $8,175-66.7% | $9,541-71.5% |