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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 | $212,187 | $167,352+26.8% | $143,788+47.6% | $134,509+57.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.88% | 0.47%-19.4pp | -0.03%-18.8pp | 418.13%-437.0pp |
| Employer contribution / active EE | $19,642 | $5,620+249.5% | $4,952+296.7% | $4,741+314.3% |
| Participant deferral / active EE | $7,820 | $6,447+21.3% | $5,638+38.7% | $6,400+22.2% |
| Admin fee / account holder | $13,882 | $18,091-23.3% | $14,675-5.4% | $11,427+21.5% |