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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 | $183,448 | $127,387+44.0% | $115,038+59.5% | $125,389+46.3% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | 0.86% | 31.28%-30.4pp | 26.14%-25.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $3,357 | $5,166-35.0% | $4,608-27.1% | $4,866-31.0% |
| Participant deferral / active EE | $5,032 | $6,423-21.7% | $6,026-16.5% | $5,352-6.0% |
| Admin fee / account holder | $4,414 | $9,516-53.6% | $8,175-46.0% | $9,541-53.7% |