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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 | $205,486 | $167,362+22.8% | $143,799+42.9% | $134,532+52.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -13.72% | 0.47%-14.2pp | -0.04%-13.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $9,072 | $5,620+61.4% | $4,952+83.2% | $4,741+91.4% |
| Participant deferral / active EE | $4,814 | $6,447-25.3% | $5,638-14.6% | $6,401-24.8% |
| Admin fee / account holder | $7,276 | $18,094-59.8% | $14,677-50.4% | $11,429-36.3% |