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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 | $217,037 | $167,352+29.7% | $143,788+50.9% | $134,509+61.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.70% | 0.47%-19.2pp | -0.03%-18.7pp | 418.13%-436.8pp |
| Employer contribution / active EE | $27,022 | $5,620+380.8% | $4,952+445.7% | $4,741+470.0% |
| Participant deferral / active EE | $10,577 | $6,447+64.1% | $5,638+87.6% | $6,400+65.3% |
| Admin fee / account holder | $6,163 | $18,091-65.9% | $14,675-58.0% | $11,427-46.1% |