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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 | $246,204 | $167,533+47.0% | $151,645+62.4% | $134,545+83.0% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -13.14% | 7.81%-21.0pp | 3.34%-16.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $7,699 | $6,828+12.7% | $6,165+24.9% | $4,742+62.4% |
| Participant deferral / active EE | $10,628 | $8,985+18.3% | $8,363+27.1% | $6,401+66.0% |
| Admin fee / account holder | $831 | $13,781-94.0% | $11,614-92.8% | $11,431-92.7% |