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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 | $169,372 | $127,387+33.0% | $115,038+47.2% | $125,389+35.1% |
| Participation rate | 84.6% | 84.2%+0.5pp | 81.4%+3.2pp | 83.2%+1.4pp |
| Annual return | -2.32% | 31.28%-33.6pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $6,025 | $5,166+16.6% | $4,608+30.8% | $4,866+23.8% |
| Participant deferral / active EE | $7,221 | $6,423+12.4% | $6,026+19.8% | $5,352+34.9% |
| Admin fee / account holder | $5,954 | $9,516-37.4% | $8,175-27.2% | $9,541-37.6% |