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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 | $214,228 | $140,592+52.4% | $123,106+74.0% | $125,388+70.9% |
| Participation rate | 76.5% | 88.2%-11.7pp | 86.8%-10.3pp | 83.2%-6.7pp |
| Annual return | -2.50% | 16.80%-19.3pp | 13.22%-15.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $5,575 | $6,041-7.7% | $5,151+8.2% | $4,866+14.6% |
| Participant deferral / active EE | $11,805 | $6,980+69.1% | $6,229+89.5% | $5,352+120.6% |
| Admin fee / account holder | $24,340 | $11,198+117.4% | $9,015+170.0% | $9,541+155.1% |