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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 | $140,745 | $88,603+58.8% | $69,890+101.4% | $134,545+4.6% |
| Participation rate | 70.0% | 74.9%-4.9pp | 70.5%-0.5pp | 81.2%-11.2pp |
| Annual return | -19.49% | 442.93%-462.4pp | 190.84%-210.3pp | 418.37%-437.9pp |
| Employer contribution / active EE | $2,398 | $3,236-25.9% | $2,560-6.3% | $4,742-49.4% |
| Participant deferral / active EE | $5,949 | $4,771+24.7% | $3,848+54.6% | $6,401-7.1% |
| Admin fee / account holder | $46,177 | $10,443+342.2% | $6,267+636.8% | $11,431+304.0% |