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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 | $121,795 | $87,542+39.1% | $75,782+60.7% | $125,393-2.9% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | -1.10% | 13.48%-14.6pp | 9.68%-10.8pp | 282.23%-283.3pp |
| Employer contribution / active EE | $5,619 | $3,930+43.0% | $3,323+69.1% | $4,866+15.5% |
| Participant deferral / active EE | $9,946 | $4,229+135.2% | $3,652+172.4% | $5,351+85.9% |
| Admin fee / account holder | $53,832 | $6,502+727.9% | $5,300+915.8% | $9,541+464.2% |