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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 | $95,544 | $167,504-43.0% | $151,628-37.0% | $134,509-29.0% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -17.32% | 7.81%-25.1pp | 3.34%-20.7pp | 418.13%-435.5pp |
| Employer contribution / active EE | $14,782 | $6,828+116.5% | $6,165+139.8% | $4,741+211.8% |
| Participant deferral / active EE | $9,675 | $8,985+7.7% | $8,363+15.7% | $6,400+51.2% |
| Admin fee / account holder | $1,511 | $13,779-89.0% | $11,613-87.0% | $11,427-86.8% |