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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 | $164,914 | $152,597+8.1% | $117,533+40.3% | $134,532+22.6% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -14.61% | 53.04%-67.6pp | 29.77%-44.4pp | 418.27%-432.9pp |
| Employer contribution / active EE | $2,342 | $5,576-58.0% | $4,179-44.0% | $4,741-50.6% |
| Participant deferral / active EE | $5,135 | $4,821+6.5% | $4,072+26.1% | $6,401-19.8% |
| Admin fee / account holder | $1,102 | $7,007-84.3% | $5,647-80.5% | $11,429-90.4% |