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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 | $194,965 | $142,409+36.9% | $119,634+63.0% | $134,545+44.9% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -18.81% | -12.46%-6.4pp | -14.98%-3.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $3,043 | $5,224-41.7% | $4,232-28.1% | $4,742-35.8% |
| Participant deferral / active EE | $11,822 | $6,468+82.8% | $5,601+111.1% | $6,401+84.7% |
| Admin fee / account holder | $7,070 | $13,594-48.0% | $10,329-31.6% | $11,431-38.2% |