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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 | $228,626 | $140,592+62.6% | $123,105+85.7% | $125,389+82.3% |
| Participation rate | 90.9% | 88.2%+2.7pp | 86.8%+4.1pp | 83.2%+7.7pp |
| Annual return | -2.32% | 16.80%-19.1pp | 13.22%-15.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $10,794 | $6,041+78.7% | $5,151+109.6% | $4,866+121.8% |
| Participant deferral / active EE | $11,268 | $6,980+61.4% | $6,229+80.9% | $5,352+110.6% |
| Admin fee / account holder | $6,740 | $11,198-39.8% | $9,014-25.2% | $9,541-29.4% |