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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 | $148,376 | $67,372+120.2% | $60,906+143.6% | $134,532+10.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.1%-3.1pp | 81.2%-11.2pp |
| Annual return | -15.33% | 50.05%-65.4pp | 16.94%-32.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $2,571 | $3,099-17.0% | $2,703-4.9% | $4,741-45.8% |
| Participant deferral / active EE | $5,058 | $4,532+11.6% | $3,814+32.6% | $6,401-21.0% |
| Admin fee / account holder | $2,165 | $4,588-52.8% | $3,227-32.9% | $11,429-81.1% |