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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 | $234,317 | $167,353+40.0% | $143,797+62.9% | $134,545+74.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -16.79% | 0.48%-17.3pp | -0.04%-16.7pp | 418.37%-435.2pp |
| Employer contribution / active EE | $6,110 | $5,620+8.7% | $4,952+23.4% | $4,742+28.9% |
| Participant deferral / active EE | $6,405 | $6,447-0.7% | $5,638+13.6% | $6,401+0.1% |
| Admin fee / account holder | $5,176 | $18,096-71.4% | $14,679-64.7% | $11,431-54.7% |