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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 | $214,725 | $167,362+28.3% | $143,799+49.3% | $134,532+59.6% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -17.54% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $6,343 | $5,620+12.9% | $4,952+28.1% | $4,741+33.8% |
| Participant deferral / active EE | $8,848 | $6,447+37.2% | $5,638+56.9% | $6,401+38.2% |
| Admin fee / account holder | $2,143 | $18,094-88.2% | $14,677-85.4% | $11,429-81.2% |