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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 | $188,334 | $167,362+12.5% | $143,799+31.0% | $134,532+40.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -15.64% | 0.47%-16.1pp | -0.04%-15.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $3,975 | $5,620-29.3% | $4,952-19.7% | $4,741-16.2% |
| Participant deferral / active EE | $6,761 | $6,447+4.9% | $5,638+19.9% | $6,401+5.6% |
| Admin fee / account holder | $40,521 | $18,094+123.9% | $14,677+176.1% | $11,429+254.6% |