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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 | $232,419 | $167,504+38.8% | $151,628+53.3% | $134,509+72.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -18.77% | 7.81%-26.6pp | 3.34%-22.1pp | 418.13%-436.9pp |
| Employer contribution / active EE | $4,664 | $6,828-31.7% | $6,165-24.4% | $4,741-1.6% |
| Participant deferral / active EE | $12,573 | $8,985+39.9% | $8,363+50.3% | $6,400+96.4% |
| Admin fee / account holder | $4,807 | $13,779-65.1% | $11,613-58.6% | $11,427-57.9% |