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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 | $137,807 | $100,811+36.7% | $86,698+59.0% | $134,545+2.4% |
| Participation rate | 93.8% | 79.0%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -14.01% | 29.11%-43.1pp | 35.96%-50.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $3,758 | $3,490+7.7% | $2,837+32.5% | $4,742-20.7% |
| Participant deferral / active EE | $8,472 | $5,339+58.7% | $4,656+81.9% | $6,401+32.3% |
| Admin fee / account holder | $25,020 | $10,926+129.0% | $7,492+234.0% | $11,431+118.9% |