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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 | $239,447 | $95,917+149.6% | $79,583+200.9% | $134,545+78.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -17.81% | -2.70%-15.1pp | 0.16%-18.0pp | 418.37%-436.2pp |
| Employer contribution / active EE | $2,410 | $3,129-23.0% | $2,414-0.1% | $4,742-49.2% |
| Participant deferral / active EE | $4,354 | $4,694-7.2% | $3,986+9.2% | $6,401-32.0% |
| Admin fee / account holder | $2,178 | $9,132-76.1% | $6,835-68.1% | $11,431-80.9% |