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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 | $212,517 | $167,353+27.0% | $143,797+47.8% | $134,545+58.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -13.07% | 0.48%-13.5pp | -0.04%-13.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $6,203 | $5,620+10.4% | $4,952+25.2% | $4,742+30.8% |
| Participant deferral / active EE | $6,162 | $6,447-4.4% | $5,638+9.3% | $6,401-3.7% |
| Admin fee / account holder | $19,945 | $18,096+10.2% | $14,679+35.9% | $11,431+74.5% |