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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 | $217,965 | $140,592+55.0% | $123,105+77.1% | $125,389+73.8% |
| Participation rate | 93.3% | 88.2%+5.1pp | 86.8%+6.6pp | 83.2%+10.1pp |
| Annual return | -1.00% | 16.80%-17.8pp | 13.22%-14.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $9,292 | $6,041+53.8% | $5,151+80.4% | $4,866+91.0% |
| Participant deferral / active EE | $7,162 | $6,980+2.6% | $6,229+15.0% | $5,352+33.8% |
| Admin fee / account holder | $62,180 | $11,198+455.3% | $9,014+589.8% | $9,541+551.7% |