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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 | $212,599 | $167,362+27.0% | $143,799+47.8% | $134,532+58.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -11.61% | 0.47%-12.1pp | -0.04%-11.6pp | 418.27%-429.9pp |
| Employer contribution / active EE | $2,289 | $5,620-59.3% | $4,952-53.8% | $4,741-51.7% |
| Participant deferral / active EE | $6,564 | $6,447+1.8% | $5,638+16.4% | $6,401+2.5% |
| Admin fee / account holder | $12,351 | $18,094-31.7% | $14,677-15.9% | $11,429+8.1% |