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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 | $240,124 | $142,392+68.6% | $119,622+100.7% | $134,532+78.5% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | -13.70% | -12.46%-1.2pp | -14.98%+1.3pp | 418.27%-432.0pp |
| Employer contribution / active EE | $4,213 | $5,224-19.4% | $4,232-0.5% | $4,741-11.1% |
| Participant deferral / active EE | $6,116 | $6,467-5.4% | $5,601+9.2% | $6,401-4.5% |
| Admin fee / account holder | $11,147 | $13,593-18.0% | $10,328+7.9% | $11,429-2.5% |