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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 | $241,516 | $127,387+89.6% | $115,038+109.9% | $125,389+92.6% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | 0.05% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $8,171 | $5,166+58.2% | $4,608+77.3% | $4,866+67.9% |
| Participant deferral / active EE | $11,288 | $6,423+75.8% | $6,026+87.3% | $5,352+110.9% |
| Admin fee / account holder | $2,444 | $9,516-74.3% | $8,175-70.1% | $9,541-74.4% |