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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 | $137,387 | $167,533-18.0% | $151,645-9.4% | $134,545+2.1% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -18.87% | 7.81%-26.7pp | 3.34%-22.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $7,464 | $6,828+9.3% | $6,165+21.1% | $4,742+57.4% |
| Participant deferral / active EE | $14,360 | $8,985+59.8% | $8,363+71.7% | $6,401+124.3% |
| Admin fee / account holder | $633 | $13,781-95.4% | $11,614-94.5% | $11,431-94.5% |