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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 | $199,023 | $211,946-6.1% | $169,452+17.5% | $135,379+47.0% |
| Participation rate | 73.3% | 82.6%-9.3pp | 77.8%-4.4pp | 82.6%-9.3pp |
| Annual return | -7.14% | 3.26%-10.4pp | 1.83%-9.0pp | 519.79%-526.9pp |
| Employer contribution / active EE | $3,621 | $5,117-29.2% | $4,157-12.9% | $4,779-24.2% |
| Participant deferral / active EE | $7,146 | $6,075+17.6% | $5,277+35.4% | $5,609+27.4% |
| Admin fee / account holder | $44,010 | $11,472+283.6% | $9,110+383.1% | $10,828+306.5% |