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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 | $179,301 | $211,946-15.4% | $169,452+5.8% | $135,380+32.4% |
| Participation rate | 94.1% | 82.6%+11.5pp | 77.8%+16.3pp | 82.6%+11.5pp |
| Annual return | -4.76% | 3.26%-8.0pp | 1.83%-6.6pp | 519.81%-524.6pp |
| Employer contribution / active EE | $11,544 | $5,117+125.6% | $4,157+177.7% | $4,779+141.6% |
| Participant deferral / active EE | $8,940 | $6,075+47.2% | $5,277+69.4% | $5,609+59.4% |
| Admin fee / account holder | $30,070 | $11,472+162.1% | $9,110+230.1% | $10,828+177.7% |