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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 | $149,801 | $127,100+17.9% | $105,738+41.7% | $135,379+10.7% |
| Participation rate | 94.4% | 82.7%+11.7pp | 76.3%+18.1pp | 82.6%+11.8pp |
| Annual return | -4.79% | 4.49%-9.3pp | 6.27%-11.1pp | 519.79%-524.6pp |
| Employer contribution / active EE | $4,587 | $4,107+11.7% | $3,268+40.3% | $4,779-4.0% |
| Participant deferral / active EE | $14,491 | $5,064+186.1% | $4,080+255.2% | $5,609+158.3% |
| Admin fee / account holder | $734 | $9,087-91.9% | $6,913-89.4% | $10,828-93.2% |