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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 | $160,956 | $95,917+67.8% | $79,583+102.2% | $134,545+19.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -16.55% | -2.70%-13.8pp | 0.16%-16.7pp | 418.37%-434.9pp |
| Employer contribution / active EE | $9,084 | $3,129+190.3% | $2,414+276.4% | $4,742+91.6% |
| Participant deferral / active EE | $8,774 | $4,694+86.9% | $3,986+120.1% | $6,401+37.1% |
| Admin fee / account holder | $88,514 | $9,132+869.3% | $6,835+1195.0% | $11,431+674.4% |