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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 | $230,352 | $142,409+61.8% | $119,634+92.5% | $134,545+71.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -15.09% | -12.46%-2.6pp | -14.98%-0.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $2,421 | $5,224-53.7% | $4,232-42.8% | $4,742-48.9% |
| Participant deferral / active EE | $5,859 | $6,468-9.4% | $5,601+4.6% | $6,401-8.5% |
| Admin fee / account holder | $3,856 | $13,594-71.6% | $10,329-62.7% | $11,431-66.3% |