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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 | $229,098 | $167,362+36.9% | $143,799+59.3% | $134,532+70.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.32% | 0.47%-15.8pp | -0.04%-15.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $2,753 | $5,620-51.0% | $4,952-44.4% | $4,741-41.9% |
| Participant deferral / active EE | $6,917 | $6,447+7.3% | $5,638+22.7% | $6,401+8.1% |
| Admin fee / account holder | $17,105 | $18,094-5.5% | $14,677+16.5% | $11,429+49.7% |