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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 | $222,286 | $167,353+32.8% | $143,797+54.6% | $134,545+65.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.48% | 0.48%-18.0pp | -0.04%-17.4pp | 418.37%-435.9pp |
| Employer contribution / active EE | $7,330 | $5,620+30.4% | $4,952+48.0% | $4,742+54.6% |
| Participant deferral / active EE | $5,674 | $6,447-12.0% | $5,638+0.6% | $6,401-11.4% |
| Admin fee / account holder | $2,398 | $18,096-86.8% | $14,679-83.7% | $11,431-79.0% |