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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 | $210,734 | $167,353+25.9% | $143,797+46.5% | $134,545+56.6% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -15.60% | 0.48%-16.1pp | -0.04%-15.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $1,445 | $5,620-74.3% | $4,952-70.8% | $4,742-69.5% |
| Participant deferral / active EE | $8,387 | $6,447+30.1% | $5,638+48.7% | $6,401+31.0% |
| Admin fee / account holder | $15,545 | $18,096-14.1% | $14,679+5.9% | $11,431+36.0% |