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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 | $235,532 | $167,353+40.7% | $143,797+63.8% | $134,545+75.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -13.79% | 0.48%-14.3pp | -0.04%-13.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $21,371 | $5,620+280.2% | $4,952+331.5% | $4,742+350.7% |
| Participant deferral / active EE | $18,456 | $6,447+186.3% | $5,638+227.3% | $6,401+188.3% |
| Admin fee / account holder | $32,631 | $18,096+80.3% | $14,679+122.3% | $11,431+185.5% |