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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 | $221,208 | $142,392+55.4% | $119,622+84.9% | $134,532+64.4% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -15.53% | -12.46%-3.1pp | -14.98%-0.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $10,657 | $5,224+104.0% | $4,232+151.8% | $4,741+124.8% |
| Participant deferral / active EE | $7,543 | $6,467+16.6% | $5,601+34.7% | $6,401+17.8% |
| Admin fee / account holder | $3,049 | $13,593-77.6% | $10,328-70.5% | $11,429-73.3% |