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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 | $203,328 | $167,353+21.5% | $143,797+41.4% | $134,545+51.1% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -15.99% | 0.48%-16.5pp | -0.04%-16.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $7,294 | $5,620+29.8% | $4,952+47.3% | $4,742+53.8% |
| Participant deferral / active EE | $5,638 | $6,447-12.5% | $5,6380% | $6,401-11.9% |
| Admin fee / account holder | $3,834 | $18,096-78.8% | $14,679-73.9% | $11,431-66.5% |