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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 | $172,323 | $167,353+3.0% | $143,797+19.8% | $134,545+28.1% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -14.86% | 0.48%-15.3pp | -0.04%-14.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $2,107 | $5,620-62.5% | $4,952-57.5% | $4,742-55.6% |
| Participant deferral / active EE | $4,508 | $6,447-30.1% | $5,638-20.0% | $6,401-29.6% |
| Admin fee / account holder | $40,806 | $18,096+125.5% | $14,679+178.0% | $11,431+257.0% |