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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 | $202,384 | $78,694+157.2% | $67,653+199.2% | $125,388+61.4% |
| Participation rate | 72.7% | 78.8%-6.1pp | 75.7%-2.9pp | 83.2%-10.5pp |
| Annual return | -2.98% | 9.46%-12.4pp | 6625.22%-6628.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $19,962 | $3,044+555.8% | $2,266+781.1% | $4,866+310.2% |
| Participant deferral / active EE | $30,347 | $4,292+607.0% | $3,560+752.5% | $5,352+467.1% |
| Admin fee / account holder | $7,468 | $7,403+0.9% | $4,821+54.9% | $9,541-21.7% |