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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 | $203,670 | $95,915+112.3% | $79,580+155.9% | $134,532+51.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -13.69% | -2.71%-11.0pp | 0.15%-13.8pp | 418.27%-432.0pp |
| Employer contribution / active EE | $6,419 | $3,129+105.2% | $2,413+166.0% | $4,741+35.4% |
| Participant deferral / active EE | $5,199 | $4,693+10.8% | $3,985+30.4% | $6,401-18.8% |
| Admin fee / account holder | $34,286 | $9,132+275.5% | $6,835+401.6% | $11,429+200.0% |