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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 | $186,539 | $167,522+11.4% | $151,639+23.0% | $134,532+38.7% |
| Participation rate | 73.7% | 88.4%-14.7pp | 87.5%-13.8pp | 81.2%-7.5pp |
| Annual return | -18.14% | 7.81%-26.0pp | 3.34%-21.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $8,785 | $6,828+28.7% | $6,165+42.5% | $4,741+85.3% |
| Participant deferral / active EE | $17,561 | $8,986+95.4% | $8,363+110.0% | $6,401+174.4% |
| Admin fee / account holder | $2,157 | $13,780-84.3% | $11,613-81.4% | $11,429-81.1% |