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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 | $196,398 | $167,362+17.3% | $143,799+36.6% | $134,532+46.0% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -16.91% | 0.47%-17.4pp | -0.04%-16.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $7,794 | $5,620+38.7% | $4,952+57.4% | $4,741+64.4% |
| Participant deferral / active EE | $7,449 | $6,447+15.5% | $5,638+32.1% | $6,401+16.4% |
| Admin fee / account holder | $1,309 | $18,094-92.8% | $14,677-91.1% | $11,429-88.5% |