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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 | $206,202 | $167,353+23.2% | $143,797+43.4% | $134,545+53.3% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -18.14% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $11,312 | $5,620+101.3% | $4,952+128.4% | $4,742+138.6% |
| Participant deferral / active EE | $4,202 | $6,447-34.8% | $5,638-25.5% | $6,401-34.4% |
| Admin fee / account holder | $10,678 | $18,096-41.0% | $14,679-27.3% | $11,431-6.6% |