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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 | $214,265 | $167,362+28.0% | $143,799+49.0% | $134,532+59.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.07% | 0.47%-16.5pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $9,909 | $5,620+76.3% | $4,952+100.1% | $4,741+109.0% |
| Participant deferral / active EE | $9,778 | $6,447+51.7% | $5,638+73.4% | $6,401+52.8% |
| Admin fee / account holder | $188,471 | $18,094+941.6% | $14,677+1184.1% | $11,429+1549.1% |