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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 | $180,420 | $180,4590% | $154,108+17.1% | $135,380+33.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -3.51% | 888.21%-891.7pp | 735.21%-738.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $6,429 | $6,035+6.5% | $5,298+21.4% | $4,779+34.5% |
| Participant deferral / active EE | $7,386 | $5,806+27.2% | $5,081+45.4% | $5,609+31.7% |
| Admin fee / account holder | $3,388 | $16,145-79.0% | $13,411-74.7% | $10,828-68.7% |