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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 | $241,133 | $95,917+151.4% | $79,583+203.0% | $134,545+79.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -14.29% | -2.70%-11.6pp | 0.16%-14.4pp | 418.37%-432.7pp |
| Employer contribution / active EE | $2,249 | $3,129-28.1% | $2,414-6.8% | $4,742-52.6% |
| Participant deferral / active EE | $3,903 | $4,694-16.9% | $3,986-2.1% | $6,401-39.0% |
| Admin fee / account holder | $2,397 | $9,132-73.8% | $6,835-64.9% | $11,431-79.0% |