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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 | $236,138 | $69,518+239.7% | $59,883+294.3% | $135,382+74.4% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.7%+16.2pp | 82.6%+8.3pp |
| Annual return | -2.42% | 7.95%-10.4pp | 3.46%-5.9pp | 519.77%-522.2pp |
| Employer contribution / active EE | $3,014 | $3,235-6.8% | $2,722+10.7% | $4,779-36.9% |
| Participant deferral / active EE | $1,883 | $4,204-55.2% | $3,402-44.6% | $5,609-66.4% |
| Admin fee / account holder | $8,338 | $5,734+45.4% | $3,591+132.2% | $10,829-23.0% |