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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 | $157,708 | $85,790+83.8% | $67,313+134.3% | $135,380+16.5% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -5.43% | -0.54%-4.9pp | -4.08%-1.3pp | 519.81%-525.2pp |
| Employer contribution / active EE | $5,547 | $3,487+59.1% | $2,566+116.2% | $4,779+16.1% |
| Participant deferral / active EE | $1,323 | $4,651-71.6% | $3,568-62.9% | $5,609-76.4% |
| Admin fee / account holder | $19,957 | $6,392+212.2% | $4,507+342.8% | $10,828+84.3% |