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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 | $247,001 | $167,352+47.6% | $143,788+71.8% | $134,509+83.6% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -15.05% | 0.47%-15.5pp | -0.03%-15.0pp | 418.13%-433.2pp |
| Employer contribution / active EE | $2,353 | $5,620-58.1% | $4,952-52.5% | $4,741-50.4% |
| Participant deferral / active EE | $8,119 | $6,447+25.9% | $5,638+44.0% | $6,400+26.9% |
| Admin fee / account holder | $11,829 | $18,091-34.6% | $14,675-19.4% | $11,427+3.5% |