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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 | $109,761 | $167,522-34.5% | $151,639-27.6% | $134,532-18.4% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -19.31% | 7.81%-27.1pp | 3.34%-22.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $9,696 | $6,828+42.0% | $6,165+57.3% | $4,741+104.5% |
| Participant deferral / active EE | $12,396 | $8,986+37.9% | $8,363+48.2% | $6,401+93.7% |
| Admin fee / account holder | $802 | $13,780-94.2% | $11,613-93.1% | $11,429-93.0% |