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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 | $241,029 | $105,866+127.7% | $90,766+165.6% | $134,545+79.1% |
| Participation rate | 81.3% | 78.3%+3.0pp | 75.7%+5.6pp | 81.2%0pp |
| Annual return | -17.88% | -10.99%-6.9pp | -12.16%-5.7pp | 418.37%-436.2pp |
| Employer contribution / active EE | $3,982 | $3,464+15.0% | $2,922+36.3% | $4,742-16.0% |
| Participant deferral / active EE | $8,632 | $5,217+65.5% | $4,565+89.1% | $6,401+34.8% |
| Admin fee / account holder | $7,061 | $13,938-49.3% | $8,446-16.4% | $11,431-38.2% |