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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 | $140,059 | $72,404+93.4% | $110,243+27.0% | $64,173+118.3% |
| Participation rate | 91.0% | 73.3%+17.7pp | 79.8%+11.2pp | 69.6%+21.4pp |
| Annual return | -5.87% | -6.29%+0.4pp | 314.76%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,223 | $2,282-2.6% | $3,827-41.9% | $2,381-6.6% |
| Participant deferral / active EE | $6,002 | $3,469+73.0% | $4,672+28.5% | $3,470+73.0% |
| Admin fee / account holder | $14,358 | $5,664+153.5% | $8,548+68.0% | $4,887+193.8% |