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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 | $192,735 | $167,362+15.2% | $143,799+34.0% | $134,532+43.3% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -14.23% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $15,854 | $5,620+182.1% | $4,952+220.1% | $4,741+234.4% |
| Participant deferral / active EE | $13,035 | $6,447+102.2% | $5,638+131.2% | $6,401+103.6% |
| Admin fee / account holder | $47,596 | $18,094+163.1% | $14,677+224.3% | $11,429+316.5% |