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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 | $203,089 | $167,353+21.4% | $143,797+41.2% | $134,545+50.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -9.61% | 0.48%-10.1pp | -0.04%-9.6pp | 418.37%-428.0pp |
| Employer contribution / active EE | $12,140 | $5,620+116.0% | $4,952+145.1% | $4,742+156.0% |
| Participant deferral / active EE | $8,220 | $6,447+27.5% | $5,638+45.8% | $6,401+28.4% |
| Admin fee / account holder | $1,233 | $18,096-93.2% | $14,679-91.6% | $11,431-89.2% |