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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 | $220,414 | $107,809+104.4% | $90,657+143.1% | $135,380+62.8% |
| Participation rate | 73.3% | 78.0%-4.7pp | 74.0%-0.7pp | 82.6%-9.3pp |
| Annual return | 11.69% | -0.90%+12.6pp | 1.89%+9.8pp | 519.81%-508.1pp |
| Employer contribution / active EE | $2,364 | $3,018-21.7% | $2,532-6.6% | $4,779-50.5% |
| Participant deferral / active EE | $6,535 | $3,872+68.8% | $3,424+90.8% | $5,609+16.5% |
| Admin fee / account holder | $15,637 | $5,931+163.7% | $4,994+213.1% | $10,828+44.4% |