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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 | $176,882 | $167,504+5.6% | $151,628+16.7% | $134,509+31.5% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -16.31% | 7.81%-24.1pp | 3.34%-19.6pp | 418.13%-434.4pp |
| Employer contribution / active EE | $4,752 | $6,828-30.4% | $6,165-22.9% | $4,741+0.2% |
| Participant deferral / active EE | $10,097 | $8,985+12.4% | $8,363+20.7% | $6,400+57.8% |
| Admin fee / account holder | $6,015 | $13,779-56.3% | $11,613-48.2% | $11,427-47.4% |