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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 | $146,192 | $127,387+14.8% | $115,038+27.1% | $125,389+16.6% |
| Participation rate | 88.2% | 84.2%+4.1pp | 81.4%+6.9pp | 83.2%+5.0pp |
| Annual return | -1.29% | 31.28%-32.6pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $14,396 | $5,166+178.7% | $4,608+212.4% | $4,866+195.8% |
| Participant deferral / active EE | $5,347 | $6,423-16.8% | $6,026-11.3% | $5,352-0.1% |
| Admin fee / account holder | $4,036 | $9,516-57.6% | $8,175-50.6% | $9,541-57.7% |