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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 | $48,357 | $167,522-71.1% | $151,639-68.1% | $134,532-64.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -12.60% | 7.81%-20.4pp | 3.34%-15.9pp | 418.27%-430.9pp |
| Employer contribution / active EE | $10,059 | $6,828+47.3% | $6,165+63.2% | $4,741+112.2% |
| Participant deferral / active EE | $10,308 | $8,986+14.7% | $8,363+23.2% | $6,401+61.0% |
| Admin fee / account holder | $341 | $13,780-97.5% | $11,613-97.1% | $11,429-97.0% |