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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 | $236,459 | $167,362+41.3% | $143,799+64.4% | $134,532+75.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.45% | 0.47%-15.9pp | -0.04%-15.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $1,551 | $5,620-72.4% | $4,952-68.7% | $4,741-67.3% |
| Participant deferral / active EE | $6,211 | $6,447-3.7% | $5,638+10.1% | $6,401-3.0% |
| Admin fee / account holder | $633 | $18,094-96.5% | $14,677-95.7% | $11,429-94.5% |