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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 | $198,979 | $167,362+18.9% | $143,799+38.4% | $134,532+47.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -0.68% | 0.47%-1.2pp | -0.04%-0.6pp | 418.27%-418.9pp |
| Employer contribution / active EE | $5,082 | $5,620-9.6% | $4,952+2.6% | $4,741+7.2% |
| Participant deferral / active EE | $9,101 | $6,447+41.1% | $5,638+61.4% | $6,401+42.2% |
| Admin fee / account holder | $21,707 | $18,094+20.0% | $14,677+47.9% | $11,429+89.9% |