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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 | $110,017 | $127,387-13.6% | $115,038-4.4% | $125,389-12.3% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -0.29% | 31.28%-31.6pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $11,533 | $5,166+123.2% | $4,608+150.3% | $4,866+137.0% |
| Participant deferral / active EE | $2,582 | $6,423-59.8% | $6,026-57.1% | $5,352-51.7% |
| Admin fee / account holder | $2,344 | $9,516-75.4% | $8,175-71.3% | $9,541-75.4% |