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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 | $241,557 | $167,362+44.3% | $143,799+68.0% | $134,532+79.6% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.2pp |
| Annual return | -15.81% | 0.47%-16.3pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $12,373 | $5,620+120.1% | $4,952+149.9% | $4,741+161.0% |
| Participant deferral / active EE | $6,408 | $6,447-0.6% | $5,638+13.7% | $6,401+0.1% |
| Admin fee / account holder | $2,592 | $18,094-85.7% | $14,677-82.3% | $11,429-77.3% |