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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 | $205,870 | $167,352+23.0% | $143,788+43.2% | $134,509+53.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.25% | 0.47%-15.7pp | -0.03%-15.2pp | 418.13%-433.4pp |
| Employer contribution / active EE | $4,238 | $5,620-24.6% | $4,952-14.4% | $4,741-10.6% |
| Participant deferral / active EE | $4,838 | $6,447-25.0% | $5,638-14.2% | $6,400-24.4% |
| Admin fee / account holder | $1,235 | $18,091-93.2% | $14,675-91.6% | $11,427-89.2% |