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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 | $221,449 | $97,020+128.3% | $83,322+165.8% | $135,379+63.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -3.41% | 12.31%-15.7pp | 10.64%-14.0pp | 519.79%-523.2pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,785 | $5,964-3.0% | $5,565+4.0% | $5,609+3.1% |
| Admin fee / account holder | $5,455 | $8,426-35.3% | $7,540-27.7% | $10,828-49.6% |