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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 | $223,708 | $211,946+5.5% | $169,452+32.0% | $135,380+65.2% |
| Participation rate | 86.7% | 82.6%+4.0pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | -7.99% | 3.26%-11.3pp | 1.83%-9.8pp | 519.81%-527.8pp |
| Employer contribution / active EE | $8,883 | $5,117+73.6% | $4,157+113.7% | $4,779+85.9% |
| Participant deferral / active EE | $8,803 | $6,075+44.9% | $5,277+66.8% | $5,609+56.9% |
| Admin fee / account holder | $8,300 | $11,472-27.7% | $9,110-8.9% | $10,828-23.4% |