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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 | $221,901 | $167,352+32.6% | $143,788+54.3% | $134,509+65.0% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -14.96% | 0.47%-15.4pp | -0.03%-14.9pp | 418.13%-433.1pp |
| Employer contribution / active EE | $2,703 | $5,620-51.9% | $4,952-45.4% | $4,741-43.0% |
| Participant deferral / active EE | $7,433 | $6,447+15.3% | $5,638+31.8% | $6,400+16.1% |
| Admin fee / account holder | $39,360 | $18,091+117.6% | $14,675+168.2% | $11,427+244.5% |