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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 | $223,548 | $167,503+33.5% | $151,627+47.4% | $134,493+66.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -9.27% | 7.80%-17.1pp | 3.33%-12.6pp | 418.01%-427.3pp |
| Employer contribution / active EE | $6,986 | $6,829+2.3% | $6,166+13.3% | $4,740+47.4% |
| Participant deferral / active EE | $14,831 | $8,985+65.1% | $8,363+77.3% | $6,400+131.7% |
| Admin fee / account holder | $929 | $13,777-93.3% | $11,612-92.0% | $11,425-91.9% |