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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 | $215,537 | $167,353+28.8% | $143,797+49.9% | $134,545+60.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -15.31% | 0.48%-15.8pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $6,570 | $5,620+16.9% | $4,952+32.7% | $4,742+38.6% |
| Participant deferral / active EE | $4,627 | $6,447-28.2% | $5,638-17.9% | $6,401-27.7% |
| Admin fee / account holder | $2,805 | $18,096-84.5% | $14,679-80.9% | $11,431-75.5% |