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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 | $174,312 | $142,392+22.4% | $119,622+45.7% | $134,532+29.6% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.3%+5.4pp | 81.2%+3.4pp |
| Annual return | -14.03% | -12.46%-1.6pp | -14.98%+1.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $11,717 | $5,224+124.3% | $4,232+176.8% | $4,741+147.1% |
| Participant deferral / active EE | $6,995 | $6,467+8.2% | $5,601+24.9% | $6,401+9.3% |
| Admin fee / account holder | $9,752 | $13,593-28.3% | $10,328-5.6% | $11,429-14.7% |