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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 | $227,972 | $167,533+36.1% | $151,645+50.3% | $134,545+69.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -20.66% | 7.81%-28.5pp | 3.34%-24.0pp | 418.37%-439.0pp |
| Employer contribution / active EE | $16,413 | $6,828+140.4% | $6,165+166.2% | $4,742+246.1% |
| Participant deferral / active EE | $10,206 | $8,985+13.6% | $8,363+22.0% | $6,401+59.4% |
| Admin fee / account holder | $324 | $13,781-97.6% | $11,614-97.2% | $11,431-97.2% |