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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 | $184,582 | $138,102+33.7% | $125,381+47.2% | $134,532+37.2% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -10.38% | 750.73%-761.1pp | 572.31%-582.7pp | 418.27%-428.6pp |
| Employer contribution / active EE | $2,588 | $5,245-50.7% | $4,815-46.3% | $4,741-45.4% |
| Participant deferral / active EE | $7,021 | $7,801-10.0% | $7,448-5.7% | $6,401+9.7% |
| Admin fee / account holder | $13,176 | $11,568+13.9% | $10,007+31.7% | $11,429+15.3% |