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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 | $184,184 | $142,409+29.3% | $119,634+54.0% | $134,545+36.9% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -15.91% | -12.46%-3.4pp | -14.98%-0.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $8,253 | $5,224+58.0% | $4,232+95.0% | $4,742+74.1% |
| Participant deferral / active EE | $5,952 | $6,468-8.0% | $5,601+6.3% | $6,401-7.0% |
| Admin fee / account holder | $10,803 | $13,594-20.5% | $10,329+4.6% | $11,431-5.5% |