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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 | $183,932 | $127,387+44.4% | $115,038+59.9% | $125,389+46.7% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -2.32% | 31.28%-33.6pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $9,005 | $5,166+74.3% | $4,608+95.4% | $4,866+85.1% |
| Participant deferral / active EE | $7,394 | $6,423+15.1% | $6,026+22.7% | $5,352+38.2% |
| Admin fee / account holder | $21,440 | $9,516+125.3% | $8,175+162.3% | $9,541+124.7% |