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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 | $115,734 | $140,592-17.7% | $123,106-6.0% | $125,388-7.7% |
| Participation rate | 88.9% | 88.2%+0.7pp | 86.8%+2.1pp | 83.2%+5.7pp |
| Annual return | -2.70% | 16.80%-19.5pp | 13.22%-15.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $6,013 | $6,041-0.5% | $5,151+16.7% | $4,866+23.6% |
| Participant deferral / active EE | $12,916 | $6,980+85.0% | $6,229+107.3% | $5,352+141.3% |
| Admin fee / account holder | $22,369 | $11,198+99.8% | $9,015+148.1% | $9,541+134.5% |