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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 | $224,520 | $167,503+34.0% | $151,627+48.1% | $134,493+66.9% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -18.33% | 7.80%-26.1pp | 3.33%-21.7pp | 418.01%-436.3pp |
| Employer contribution / active EE | $8,853 | $6,829+29.6% | $6,166+43.6% | $4,740+86.8% |
| Participant deferral / active EE | $12,967 | $8,985+44.3% | $8,363+55.1% | $6,400+102.6% |
| Admin fee / account holder | $604 | $13,777-95.6% | $11,612-94.8% | $11,425-94.7% |