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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 | $192,927 | $167,362+15.3% | $143,799+34.2% | $134,532+43.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -11.49% | 0.47%-12.0pp | -0.04%-11.4pp | 418.27%-429.8pp |
| Employer contribution / active EE | $3,359 | $5,620-40.2% | $4,952-32.2% | $4,741-29.1% |
| Participant deferral / active EE | $10,110 | $6,447+56.8% | $5,638+79.3% | $6,401+57.9% |
| Admin fee / account holder | $2,840 | $18,094-84.3% | $14,677-80.7% | $11,429-75.2% |