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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 | $189,613 | $167,362+13.3% | $143,799+31.9% | $134,532+40.9% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -16.97% | 0.47%-17.4pp | -0.04%-16.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $3,494 | $5,620-37.8% | $4,952-29.4% | $4,741-26.3% |
| Participant deferral / active EE | $7,849 | $6,447+21.7% | $5,638+39.2% | $6,401+22.6% |
| Admin fee / account holder | $1,772 | $18,094-90.2% | $14,677-87.9% | $11,429-84.5% |