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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 | $107,063 | $167,533-36.1% | $151,645-29.4% | $134,545-20.4% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -12.52% | 7.81%-20.3pp | 3.34%-15.9pp | 418.37%-430.9pp |
| Employer contribution / active EE | $4,606 | $6,828-32.5% | $6,165-25.3% | $4,742-2.9% |
| Participant deferral / active EE | $13,760 | $8,985+53.1% | $8,363+64.5% | $6,401+115.0% |
| Admin fee / account holder | $16,685 | $13,781+21.1% | $11,614+43.7% | $11,431+46.0% |