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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 | $238,405 | $167,504+42.3% | $151,628+57.2% | $134,509+77.2% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -17.46% | 7.81%-25.3pp | 3.34%-20.8pp | 418.13%-435.6pp |
| Employer contribution / active EE | $7,291 | $6,828+6.8% | $6,165+18.3% | $4,741+53.8% |
| Participant deferral / active EE | $17,794 | $8,985+98.0% | $8,363+112.8% | $6,400+178.0% |
| Admin fee / account holder | $2,264 | $13,779-83.6% | $11,613-80.5% | $11,427-80.2% |