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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 | $162,222 | $133,998+21.1% | $112,263+44.5% | $134,545+20.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -16.33% | 47.17%-63.5pp | 27.49%-43.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $3,577 | $4,040-11.5% | $3,636-1.6% | $4,742-24.6% |
| Participant deferral / active EE | $9,335 | $5,292+76.4% | $4,729+97.4% | $6,401+45.8% |
| Admin fee / account holder | $21,488 | $7,493+186.8% | $6,410+235.2% | $11,431+88.0% |