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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 | $217,868 | $85,790+154.0% | $67,313+223.7% | $135,380+60.9% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | -8.91% | -0.54%-8.4pp | -4.08%-4.8pp | 519.81%-528.7pp |
| Employer contribution / active EE | $3,142 | $3,487-9.9% | $2,566+22.4% | $4,779-34.3% |
| Participant deferral / active EE | $5,672 | $4,651+21.9% | $3,568+58.9% | $5,609+1.1% |
| Admin fee / account holder | $2,267 | $6,392-64.5% | $4,507-49.7% | $10,828-79.1% |