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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 | $146,605 | $100,811+45.4% | $86,698+69.1% | $134,545+9.0% |
| Participation rate | 93.3% | 79.0%+14.4pp | 76.6%+16.7pp | 81.2%+12.1pp |
| Annual return | -17.99% | 29.11%-47.1pp | 35.96%-54.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $14,349 | $3,490+311.1% | $2,837+405.8% | $4,742+202.6% |
| Participant deferral / active EE | $9,859 | $5,339+84.6% | $4,656+111.7% | $6,401+54.0% |
| Admin fee / account holder | $15,548 | $10,926+42.3% | $7,492+107.5% | $11,431+36.0% |