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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 | $238,144 | $167,353+42.3% | $143,797+65.6% | $134,545+77.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -19.88% | 0.48%-20.4pp | -0.04%-19.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $1,853 | $5,620-67.0% | $4,952-62.6% | $4,742-60.9% |
| Participant deferral / active EE | $7,625 | $6,447+18.3% | $5,638+35.2% | $6,401+19.1% |
| Admin fee / account holder | $832 | $18,096-95.4% | $14,679-94.3% | $11,431-92.7% |