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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 | $239,597 | $167,353+43.2% | $143,797+66.6% | $134,545+78.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -18.28% | 0.48%-18.8pp | -0.04%-18.2pp | 418.37%-436.7pp |
| Employer contribution / active EE | $5,986 | $5,620+6.5% | $4,952+20.9% | $4,742+26.2% |
| Participant deferral / active EE | $13,235 | $6,447+105.3% | $5,638+134.7% | $6,401+106.7% |
| Admin fee / account holder | $25,008 | $18,096+38.2% | $14,679+70.4% | $11,431+118.8% |