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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 | $208,135 | $127,387+63.4% | $115,038+80.9% | $125,389+66.0% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -1.87% | 31.28%-33.1pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $9,959 | $5,166+92.8% | $4,608+116.1% | $4,866+104.7% |
| Participant deferral / active EE | $6,838 | $6,423+6.5% | $6,026+13.5% | $5,352+27.8% |
| Admin fee / account holder | $6,730 | $9,516-29.3% | $8,175-17.7% | $9,541-29.5% |