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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 | $217,028 | $140,592+54.4% | $123,105+76.3% | $125,389+73.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -0.52% | 16.80%-17.3pp | 13.22%-13.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,175 | $6,980+2.8% | $6,229+15.2% | $5,352+34.1% |
| Admin fee / account holder | $10,807 | $11,198-3.5% | $9,014+19.9% | $9,541+13.3% |