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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 | $169,868 | $127,387+33.3% | $115,038+47.7% | $125,389+35.5% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -3.19% | 31.28%-34.5pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $3,002 | $5,166-41.9% | $4,608-34.9% | $4,866-38.3% |
| Participant deferral / active EE | $10,591 | $6,423+64.9% | $6,026+75.7% | $5,352+97.9% |
| Admin fee / account holder | $2,338 | $9,516-75.4% | $8,175-71.4% | $9,541-75.5% |