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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 | $155,682 | $142,361+9.4% | $119,608+30.2% | $134,509+15.7% |
| Participation rate | 91.3% | 82.8%+8.5pp | 79.3%+12.0pp | 81.2%+10.1pp |
| Annual return | -15.74% | -12.46%-3.3pp | -14.98%-0.8pp | 418.13%-433.9pp |
| Employer contribution / active EE | $6,912 | $5,224+32.3% | $4,232+63.3% | $4,741+45.8% |
| Participant deferral / active EE | $6,672 | $6,468+3.2% | $5,601+19.1% | $6,400+4.3% |
| Admin fee / account holder | $1,254 | $13,588-90.8% | $10,326-87.9% | $11,427-89.0% |