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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 | $193,550 | $167,353+15.7% | $143,797+34.6% | $134,545+43.9% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -18.38% | 0.48%-18.9pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $4,338 | $5,620-22.8% | $4,952-12.4% | $4,742-8.5% |
| Participant deferral / active EE | $2,612 | $6,447-59.5% | $5,638-53.7% | $6,401-59.2% |
| Admin fee / account holder | $1,994 | $18,096-89.0% | $14,679-86.4% | $11,431-82.6% |