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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 | $213,403 | $92,219+131.4% | $76,767+178.0% | $135,380+57.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -3.54% | 5.46%-9.0pp | 2.43%-6.0pp | 519.81%-523.3pp |
| Employer contribution / active EE | $2,719 | $3,216-15.5% | $2,485+9.4% | $4,779-43.1% |
| Participant deferral / active EE | $8,193 | $4,508+81.7% | $3,852+112.7% | $5,609+46.1% |
| Admin fee / account holder | $73,372 | $10,749+582.6% | $6,675+999.2% | $10,828+577.6% |