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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 | $243,819 | $142,361+71.3% | $119,608+103.8% | $134,509+81.3% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -8.95% | -12.46%+3.5pp | -14.98%+6.0pp | 418.13%-427.1pp |
| Employer contribution / active EE | $4,094 | $5,224-21.6% | $4,232-3.3% | $4,741-13.6% |
| Participant deferral / active EE | $8,578 | $6,468+32.6% | $5,601+53.1% | $6,400+34.0% |
| Admin fee / account holder | $1,075 | $13,588-92.1% | $10,326-89.6% | $11,427-90.6% |