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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 | $165,505 | $167,533-1.2% | $151,645+9.1% | $134,545+23.0% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -18.63% | 7.81%-26.4pp | 3.34%-22.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $1,684 | $6,828-75.3% | $6,165-72.7% | $4,742-64.5% |
| Participant deferral / active EE | $9,471 | $8,985+5.4% | $8,363+13.3% | $6,401+48.0% |
| Admin fee / account holder | $1,477 | $13,781-89.3% | $11,614-87.3% | $11,431-87.1% |