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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 | $204,090 | $167,353+22.0% | $143,797+41.9% | $134,545+51.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -14.63% | 0.48%-15.1pp | -0.04%-14.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $3,924 | $5,620-30.2% | $4,952-20.8% | $4,742-17.2% |
| Participant deferral / active EE | $6,485 | $6,447+0.6% | $5,638+15.0% | $6,401+1.3% |
| Admin fee / account holder | $38,341 | $18,096+111.9% | $14,679+161.2% | $11,431+235.4% |