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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 | $192,306 | $167,362+14.9% | $143,799+33.7% | $134,532+42.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -11.90% | 0.47%-12.4pp | -0.04%-11.9pp | 418.27%-430.2pp |
| Employer contribution / active EE | $1,446 | $5,620-74.3% | $4,952-70.8% | $4,741-69.5% |
| Participant deferral / active EE | $3,575 | $6,447-44.6% | $5,638-36.6% | $6,401-44.1% |
| Admin fee / account holder | $15,277 | $18,094-15.6% | $14,677+4.1% | $11,429+33.7% |