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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 | $193,696 | $167,323+15.8% | $143,770+34.7% | $134,493+44.0% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.2pp |
| Annual return | -15.10% | 0.47%-15.6pp | -0.04%-15.1pp | 418.01%-433.1pp |
| Employer contribution / active EE | $13,154 | $5,619+134.1% | $4,951+165.7% | $4,740+177.5% |
| Participant deferral / active EE | $7,412 | $6,446+15.0% | $5,638+31.5% | $6,400+15.8% |
| Admin fee / account holder | $133,005 | $18,088+635.3% | $14,673+806.5% | $11,425+1064.2% |