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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 | $154,525 | $167,353-7.7% | $143,797+7.5% | $134,545+14.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.24% | 0.48%-14.7pp | -0.04%-14.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $2,434 | $5,620-56.7% | $4,952-50.9% | $4,742-48.7% |
| Participant deferral / active EE | $3,595 | $6,447-44.2% | $5,638-36.2% | $6,401-43.8% |
| Admin fee / account holder | $46,000 | $18,096+154.2% | $14,679+213.4% | $11,431+302.4% |