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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 | $225,309 | $167,362+34.6% | $143,799+56.7% | $134,532+67.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.02% | 0.47%-16.5pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $4,226 | $5,620-24.8% | $4,952-14.7% | $4,741-10.9% |
| Participant deferral / active EE | $8,249 | $6,447+27.9% | $5,638+46.3% | $6,401+28.9% |
| Admin fee / account holder | $3,327 | $18,094-81.6% | $14,677-77.3% | $11,429-70.9% |