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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 | $190,095 | $83,908+126.6% | $68,509+177.5% | $125,388+51.6% |
| Participation rate | 90.9% | 78.2%+12.7pp | 74.7%+16.2pp | 83.2%+7.7pp |
| Annual return | -0.76% | 14.48%-15.2pp | 8.27%-9.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $6,540 | $3,031+115.8% | $2,278+187.1% | $4,866+34.4% |
| Participant deferral / active EE | $5,976 | $4,125+44.9% | $3,382+76.7% | $5,352+11.7% |
| Admin fee / account holder | $8,417 | $8,982-6.3% | $5,275+59.6% | $9,541-11.8% |