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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 | $178,909 | $167,522+6.8% | $151,639+18.0% | $134,532+33.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -11.66% | 7.81%-19.5pp | 3.34%-15.0pp | 418.27%-429.9pp |
| Employer contribution / active EE | $6,098 | $6,828-10.7% | $6,165-1.1% | $4,741+28.6% |
| Participant deferral / active EE | $14,286 | $8,986+59.0% | $8,363+70.8% | $6,401+123.2% |
| Admin fee / account holder | $4,481 | $13,780-67.5% | $11,613-61.4% | $11,429-60.8% |