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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 | $149,590 | $127,387+17.4% | $115,038+30.0% | $125,389+19.3% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | 0.09% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,002 | $5,166-41.9% | $4,608-34.9% | $4,866-38.3% |
| Participant deferral / active EE | $9,126 | $6,423+42.1% | $6,026+51.4% | $5,352+70.5% |
| Admin fee / account holder | $2,303 | $9,516-75.8% | $8,175-71.8% | $9,541-75.9% |