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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 | $219,455 | $167,362+31.1% | $143,799+52.6% | $134,532+63.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -12.73% | 0.47%-13.2pp | -0.04%-12.7pp | 418.27%-431.0pp |
| Employer contribution / active EE | $9,120 | $5,620+62.3% | $4,952+84.2% | $4,741+92.4% |
| Participant deferral / active EE | $17,699 | $6,447+174.5% | $5,638+213.9% | $6,401+176.5% |
| Admin fee / account holder | $4,877 | $18,094-73.0% | $14,677-66.8% | $11,429-57.3% |