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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 | $230,299 | $134,001+71.9% | $112,258+105.2% | $134,509+71.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.09% | 47.15%-64.2pp | 27.47%-44.6pp | 418.13%-435.2pp |
| Employer contribution / active EE | $2,170 | $4,039-46.3% | $3,636-40.3% | $4,741-54.2% |
| Participant deferral / active EE | $12,392 | $5,291+134.2% | $4,728+162.1% | $6,400+93.6% |
| Admin fee / account holder | $2,687 | $7,491-64.1% | $6,411-58.1% | $11,427-76.5% |