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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 | $234,898 | $167,353+40.4% | $143,797+63.4% | $134,545+74.6% |
| Participation rate | 72.2% | 84.8%-12.6pp | 80.3%-8.1pp | 81.2%-9.0pp |
| Annual return | -16.80% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $3,905 | $5,620-30.5% | $4,952-21.2% | $4,742-17.7% |
| Participant deferral / active EE | $4,159 | $6,447-35.5% | $5,638-26.2% | $6,401-35.0% |
| Admin fee / account holder | $961 | $18,096-94.7% | $14,679-93.5% | $11,431-91.6% |