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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 | $237,256 | $167,353+41.8% | $143,797+65.0% | $134,545+76.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.59% | 0.48%-17.1pp | -0.04%-16.5pp | 418.37%-435.0pp |
| Employer contribution / active EE | $19,154 | $5,620+240.8% | $4,952+286.8% | $4,742+304.0% |
| Participant deferral / active EE | $8,747 | $6,447+35.7% | $5,638+55.1% | $6,401+36.6% |
| Admin fee / account holder | $4,955 | $18,096-72.6% | $14,679-66.2% | $11,431-56.7% |