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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 | $249,726 | $127,387+96.0% | $115,038+117.1% | $125,389+99.2% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -1.23% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $5,666 | $5,166+9.7% | $4,608+23.0% | $4,866+16.4% |
| Participant deferral / active EE | $5,488 | $6,423-14.6% | $6,026-8.9% | $5,352+2.5% |
| Admin fee / account holder | $2,871 | $9,516-69.8% | $8,175-64.9% | $9,541-69.9% |