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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 | $211,194 | $127,387+65.8% | $115,038+83.6% | $125,389+68.4% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | -3.37% | 31.28%-34.7pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,151 | $5,166-77.7% | $4,608-75.0% | $4,866-76.3% |
| Participant deferral / active EE | $10,659 | $6,423+66.0% | $6,026+76.9% | $5,352+99.2% |
| Admin fee / account holder | $10,901 | $9,516+14.5% | $8,175+33.3% | $9,541+14.3% |