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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 | $199,030 | $167,353+18.9% | $143,797+38.4% | $134,545+47.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -8.49% | 0.48%-9.0pp | -0.04%-8.5pp | 418.37%-426.9pp |
| Employer contribution / active EE | $3,233 | $5,620-42.5% | $4,952-34.7% | $4,742-31.8% |
| Participant deferral / active EE | $10,121 | $6,447+57.0% | $5,638+79.5% | $6,401+58.1% |
| Admin fee / account holder | $42,411 | $18,096+134.4% | $14,679+188.9% | $11,431+271.0% |