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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 | $230,790 | $142,409+62.1% | $119,634+92.9% | $134,545+71.5% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -15.17% | -12.46%-2.7pp | -14.98%-0.2pp | 418.37%-433.5pp |
| Employer contribution / active EE | $6,349 | $5,224+21.5% | $4,232+50.0% | $4,742+33.9% |
| Participant deferral / active EE | $13,077 | $6,468+102.2% | $5,601+133.5% | $6,401+104.3% |
| Admin fee / account holder | $26,044 | $13,594+91.6% | $10,329+152.1% | $11,431+127.8% |