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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 | $123,212 | $127,387-3.3% | $115,038+7.1% | $125,389-1.7% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -0.21% | 31.28%-31.5pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $8,950 | $5,166+73.2% | $4,608+94.2% | $4,866+83.9% |
| Participant deferral / active EE | $7,333 | $6,423+14.2% | $6,026+21.7% | $5,352+37.0% |
| Admin fee / account holder | $17,685 | $9,516+85.8% | $8,175+116.3% | $9,541+85.4% |