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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 | $157,915 | $167,533-5.7% | $151,645+4.1% | $134,545+17.4% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 81.2%+14.0pp |
| Annual return | -7.42% | 7.81%-15.2pp | 3.34%-10.8pp | 418.37%-425.8pp |
| Employer contribution / active EE | $3,621 | $6,828-47.0% | $6,165-41.3% | $4,742-23.6% |
| Participant deferral / active EE | $8,565 | $8,985-4.7% | $8,363+2.4% | $6,401+33.8% |
| Admin fee / account holder | $13,055 | $13,781-5.3% | $11,614+12.4% | $11,431+14.2% |