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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 | $197,367 | $167,522+17.8% | $151,639+30.2% | $134,532+46.7% |
| Participation rate | 78.9% | 88.4%-9.4pp | 87.5%-8.5pp | 81.2%-2.3pp |
| Annual return | -9.07% | 7.81%-16.9pp | 3.34%-12.4pp | 418.27%-427.3pp |
| Employer contribution / active EE | $8,895 | $6,828+30.3% | $6,165+44.3% | $4,741+87.6% |
| Participant deferral / active EE | $15,370 | $8,986+71.0% | $8,363+83.8% | $6,401+140.1% |
| Admin fee / account holder | $28,972 | $13,780+110.3% | $11,613+149.5% | $11,429+153.5% |