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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 | $154,136 | $140,592+9.6% | $123,106+25.2% | $125,388+22.9% |
| Participation rate | 72.7% | 88.2%-15.5pp | 86.8%-14.1pp | 83.2%-10.5pp |
| Annual return | -2.52% | 16.80%-19.3pp | 13.22%-15.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $4,823 | $6,041-20.2% | $5,151-6.4% | $4,866-0.9% |
| Participant deferral / active EE | $11,394 | $6,980+63.2% | $6,229+82.9% | $5,352+112.9% |
| Admin fee / account holder | $1,394 | $11,198-87.6% | $9,015-84.5% | $9,541-85.4% |