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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 | $214,464 | $142,409+50.6% | $119,634+79.3% | $134,545+59.4% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -16.98% | -12.46%-4.5pp | -14.98%-2.0pp | 418.37%-435.3pp |
| Employer contribution / active EE | $3,828 | $5,224-26.7% | $4,232-9.6% | $4,742-19.3% |
| Participant deferral / active EE | $8,630 | $6,468+33.4% | $5,601+54.1% | $6,401+34.8% |
| Admin fee / account holder | $12,913 | $13,594-5.0% | $10,329+25.0% | $11,431+13.0% |