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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 | $170,131 | $142,392+19.5% | $119,622+42.2% | $134,532+26.5% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -13.07% | -12.46%-0.6pp | -14.98%+1.9pp | 418.27%-431.3pp |
| Employer contribution / active EE | $6,957 | $5,224+33.2% | $4,232+64.4% | $4,741+46.7% |
| Participant deferral / active EE | $6,888 | $6,467+6.5% | $5,601+23.0% | $6,401+7.6% |
| Admin fee / account holder | $47,932 | $13,593+252.6% | $10,328+364.1% | $11,429+319.4% |