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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 | $214,758 | $100,805+113.0% | $86,698+147.7% | $134,532+59.6% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -11.07% | 29.09%-40.2pp | 35.95%-47.0pp | 418.27%-429.3pp |
| Employer contribution / active EE | $1,486 | $3,490-57.4% | $2,837-47.6% | $4,741-68.7% |
| Participant deferral / active EE | $7,260 | $5,339+36.0% | $4,656+55.9% | $6,401+13.4% |
| Admin fee / account holder | $5,998 | $10,925-45.1% | $7,493-19.9% | $11,429-47.5% |