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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 | $227,746 | $142,392+59.9% | $119,622+90.4% | $134,532+69.3% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -13.64% | -12.46%-1.2pp | -14.98%+1.3pp | 418.27%-431.9pp |
| Employer contribution / active EE | $7,843 | $5,224+50.1% | $4,232+85.3% | $4,741+65.4% |
| Participant deferral / active EE | $9,031 | $6,467+39.6% | $5,601+61.2% | $6,401+41.1% |
| Admin fee / account holder | $85,741 | $13,593+530.8% | $10,328+730.2% | $11,429+650.2% |