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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 | $227,839 | $211,946+7.5% | $169,452+34.5% | $135,380+68.3% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -5.82% | 3.26%-9.1pp | 1.83%-7.7pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,511 | $5,117-70.5% | $4,157-63.6% | $4,779-68.4% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,358 | $11,472+16.4% | $9,110+46.6% | $10,828+23.4% |