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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 | $179,876 | $167,352+7.5% | $143,788+25.1% | $134,509+33.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -9.27% | 0.47%-9.7pp | -0.03%-9.2pp | 418.13%-427.4pp |
| Employer contribution / active EE | $3,525 | $5,620-37.3% | $4,952-28.8% | $4,741-25.6% |
| Participant deferral / active EE | $3,074 | $6,447-52.3% | $5,638-45.5% | $6,400-52.0% |
| Admin fee / account holder | $6,955 | $18,091-61.6% | $14,675-52.6% | $11,427-39.1% |