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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 | $217,157 | $100,805+115.4% | $86,698+150.5% | $134,532+61.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -17.90% | 29.09%-47.0pp | 35.95%-53.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,707 | $3,490-51.1% | $2,837-39.8% | $4,741-64.0% |
| Participant deferral / active EE | $2,426 | $5,339-54.6% | $4,656-47.9% | $6,401-62.1% |
| Admin fee / account holder | $103,480 | $10,925+847.2% | $7,493+1281.1% | $11,429+805.5% |