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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 | $205,085 | $167,533+22.4% | $151,645+35.2% | $134,545+52.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -17.67% | 7.81%-25.5pp | 3.34%-21.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $3,210 | $6,828-53.0% | $6,165-47.9% | $4,742-32.3% |
| Participant deferral / active EE | $5,047 | $8,985-43.8% | $8,363-39.7% | $6,401-21.2% |
| Admin fee / account holder | $17,907 | $13,781+29.9% | $11,614+54.2% | $11,431+56.7% |