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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 | $212,759 | $167,504+27.0% | $151,628+40.3% | $134,509+58.2% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -19.88% | 7.81%-27.7pp | 3.34%-23.2pp | 418.13%-438.0pp |
| Employer contribution / active EE | $7,100 | $6,828+4.0% | $6,165+15.2% | $4,741+49.8% |
| Participant deferral / active EE | $12,266 | $8,985+36.5% | $8,363+46.7% | $6,400+91.7% |
| Admin fee / account holder | $21,537 | $13,779+56.3% | $11,613+85.5% | $11,427+88.5% |