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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 | $222,248 | $167,362+32.8% | $143,799+54.6% | $134,532+65.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -13.58% | 0.47%-14.1pp | -0.04%-13.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $6,143 | $5,620+9.3% | $4,952+24.0% | $4,741+29.6% |
| Participant deferral / active EE | $6,151 | $6,447-4.6% | $5,638+9.1% | $6,401-3.9% |
| Admin fee / account holder | $52,919 | $18,094+192.5% | $14,677+260.6% | $11,429+363.0% |