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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 | $235,561 | $167,362+40.7% | $143,799+63.8% | $134,532+75.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -16.50% | 0.47%-17.0pp | -0.04%-16.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $11,610 | $5,620+106.6% | $4,952+134.5% | $4,741+144.9% |
| Participant deferral / active EE | $4,573 | $6,447-29.1% | $5,638-18.9% | $6,401-28.6% |
| Admin fee / account holder | $1,617 | $18,094-91.1% | $14,677-89.0% | $11,429-85.9% |