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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 | $235,747 | $167,362+40.9% | $143,799+63.9% | $134,532+75.2% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -17.64% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $4,727 | $5,620-15.9% | $4,952-4.5% | $4,741-0.3% |
| Participant deferral / active EE | $12,099 | $6,447+87.7% | $5,638+114.6% | $6,401+89.0% |
| Admin fee / account holder | $651 | $18,094-96.4% | $14,677-95.6% | $11,429-94.3% |