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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 | $152,547 | $127,387+19.8% | $115,038+32.6% | $125,389+21.7% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -2.28% | 31.28%-33.6pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $3,603 | $5,166-30.3% | $4,608-21.8% | $4,866-26.0% |
| Participant deferral / active EE | $10,671 | $6,423+66.1% | $6,026+77.1% | $5,352+99.4% |
| Admin fee / account holder | $5,217 | $9,516-45.2% | $8,175-36.2% | $9,541-45.3% |