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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 | $150,279 | $92,219+63.0% | $76,767+95.8% | $135,380+11.0% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | -4.67% | 5.46%-10.1pp | 2.43%-7.1pp | 519.81%-524.5pp |
| Employer contribution / active EE | $3,849 | $3,216+19.7% | $2,485+54.9% | $4,779-19.5% |
| Participant deferral / active EE | $6,938 | $4,508+53.9% | $3,852+80.1% | $5,609+23.7% |
| Admin fee / account holder | $18,069 | $10,749+68.1% | $6,675+170.7% | $10,828+66.9% |