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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 | $205,240 | $167,362+22.6% | $143,799+42.7% | $134,532+52.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -16.42% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $3,128 | $5,620-44.3% | $4,952-36.8% | $4,741-34.0% |
| Participant deferral / active EE | $7,743 | $6,447+20.1% | $5,638+37.3% | $6,401+21.0% |
| Admin fee / account holder | $2,076 | $18,094-88.5% | $14,677-85.9% | $11,429-81.8% |