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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 | $145,933 | $127,387+14.6% | $115,038+26.9% | $125,389+16.4% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -0.08% | 31.28%-31.4pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $4,283 | $5,166-17.1% | $4,608-7.1% | $4,866-12.0% |
| Participant deferral / active EE | $7,105 | $6,423+10.6% | $6,026+17.9% | $5,352+32.8% |
| Admin fee / account holder | $30,020 | $9,516+215.5% | $8,175+267.2% | $9,541+214.7% |