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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 | $164,494 | $167,533-1.8% | $151,645+8.5% | $134,545+22.3% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 81.2%+14.0pp |
| Annual return | -11.43% | 7.81%-19.2pp | 3.34%-14.8pp | 418.37%-429.8pp |
| Employer contribution / active EE | $5,943 | $6,828-13.0% | $6,165-3.6% | $4,742+25.3% |
| Participant deferral / active EE | $10,730 | $8,985+19.4% | $8,363+28.3% | $6,401+67.6% |
| Admin fee / account holder | $500 | $13,781-96.4% | $11,614-95.7% | $11,431-95.6% |