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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 | $223,947 | $167,533+33.7% | $151,645+47.7% | $134,545+66.4% |
| Participation rate | 70.6% | 88.4%-17.8pp | 87.5%-16.9pp | 81.2%-10.6pp |
| Annual return | -13.64% | 7.81%-21.5pp | 3.34%-17.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $6,361 | $6,828-6.9% | $6,165+3.2% | $4,742+34.1% |
| Participant deferral / active EE | $3,708 | $8,985-58.7% | $8,363-55.7% | $6,401-42.1% |
| Admin fee / account holder | $4,930 | $13,781-64.2% | $11,614-57.5% | $11,431-56.9% |