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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 | $219,533 | $142,392+54.2% | $119,622+83.5% | $134,532+63.2% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -19.47% | -12.46%-7.0pp | -14.98%-4.5pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,613 | $5,224-50.0% | $4,232-38.3% | $4,741-44.9% |
| Participant deferral / active EE | $5,859 | $6,467-9.4% | $5,601+4.6% | $6,401-8.5% |
| Admin fee / account holder | $2,376 | $13,593-82.5% | $10,328-77.0% | $11,429-79.2% |