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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 | $178,090 | $167,362+6.4% | $143,799+23.8% | $134,532+32.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | 1.36% | 0.47%+0.9pp | -0.04%+1.4pp | 418.27%-416.9pp |
| Employer contribution / active EE | $5,377 | $5,620-4.3% | $4,952+8.6% | $4,741+13.4% |
| Participant deferral / active EE | $4,597 | $6,447-28.7% | $5,638-18.5% | $6,401-28.2% |
| Admin fee / account holder | $8,647 | $18,094-52.2% | $14,677-41.1% | $11,429-24.3% |