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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 | $170,708 | $142,409+19.9% | $119,634+42.7% | $134,545+26.9% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -17.82% | -12.46%-5.4pp | -14.98%-2.8pp | 418.37%-436.2pp |
| Employer contribution / active EE | $6,392 | $5,224+22.4% | $4,232+51.0% | $4,742+34.8% |
| Participant deferral / active EE | $10,560 | $6,468+63.3% | $5,601+88.5% | $6,401+65.0% |
| Admin fee / account holder | $31,571 | $13,594+132.2% | $10,329+205.7% | $11,431+176.2% |