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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 | $186,210 | $149,333+24.7% | $106,387+75.0% | $135,379+37.5% |
| Participation rate | 83.3% | 81.5%+1.9pp | 77.5%+5.9pp | 82.6%+0.7pp |
| Annual return | -6.26% | 0.52%-6.8pp | 0.25%-6.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $5,797 | $4,984+16.3% | $3,520+64.7% | $4,779+21.3% |
| Participant deferral / active EE | $14,647 | $7,230+102.6% | $5,421+170.2% | $5,609+161.1% |
| Admin fee / account holder | $16,126 | $15,952+1.1% | $7,510+114.7% | $10,828+48.9% |