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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 | $231,541 | $142,392+62.6% | $119,622+93.6% | $134,532+72.1% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -8.69% | -12.46%+3.8pp | -14.98%+6.3pp | 418.27%-427.0pp |
| Employer contribution / active EE | $21,524 | $5,224+312.0% | $4,232+408.6% | $4,741+354.0% |
| Participant deferral / active EE | $14,416 | $6,467+122.9% | $5,601+157.4% | $6,401+125.2% |
| Admin fee / account holder | $5,405 | $13,593-60.2% | $10,328-47.7% | $11,429-52.7% |