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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 | $220,836 | $97,020+127.6% | $83,327+165.0% | $135,380+63.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.82% | 12.31%-18.1pp | 10.64%-16.5pp | 519.81%-525.6pp |
| Employer contribution / active EE | $11,851 | $4,144+186.0% | $3,379+250.7% | $4,779+148.0% |
| Participant deferral / active EE | $7,337 | $5,964+23.0% | $5,565+31.8% | $5,609+30.8% |
| Admin fee / account holder | $12,659 | $8,426+50.2% | $7,540+67.9% | $10,828+16.9% |