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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 | $194,118 | $97,027+100.1% | $83,323+133.0% | $135,382+43.4% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -7.63% | 12.31%-19.9pp | 10.63%-18.3pp | 519.77%-527.4pp |
| Employer contribution / active EE | $9,509 | $4,143+129.5% | $3,379+181.4% | $4,779+99.0% |
| Participant deferral / active EE | $7,431 | $5,964+24.6% | $5,565+33.5% | $5,609+32.5% |
| Admin fee / account holder | $17,104 | $8,427+103.0% | $7,539+126.9% | $10,829+58.0% |