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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 | $193,381 | $167,522+15.4% | $151,639+27.5% | $134,532+43.7% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -19.25% | 7.81%-27.1pp | 3.34%-22.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $6,100 | $6,828-10.7% | $6,165-1.1% | $4,741+28.7% |
| Participant deferral / active EE | $16,845 | $8,986+87.5% | $8,363+101.4% | $6,401+163.2% |
| Admin fee / account holder | $553 | $13,780-96.0% | $11,613-95.2% | $11,429-95.2% |