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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 | $171,948 | $82,314+108.9% | $68,808+149.9% | $134,532+27.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | -20.11% | -2.18%-17.9pp | -6.37%-13.7pp | 418.27%-438.4pp |
| Employer contribution / active EE | $2,259 | $3,301-31.6% | $2,656-14.9% | $4,741-52.3% |
| Participant deferral / active EE | $4,519 | $4,740-4.7% | $3,942+14.6% | $6,401-29.4% |
| Admin fee / account holder | $1,667 | $6,484-74.3% | $4,936-66.2% | $11,429-85.4% |