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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 | $165,888 | $97,020+71.0% | $83,327+99.1% | $135,380+22.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.94% | 12.31%-19.2pp | 10.64%-17.6pp | 519.81%-526.7pp |
| Employer contribution / active EE | $5,474 | $4,144+32.1% | $3,379+62.0% | $4,779+14.5% |
| Participant deferral / active EE | $11,159 | $5,964+87.1% | $5,565+100.5% | $5,609+98.9% |
| Admin fee / account holder | $12,095 | $8,426+43.5% | $7,540+60.4% | $10,828+11.7% |