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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 | $231,384 | $100,805+129.5% | $86,698+166.9% | $134,532+72.0% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -19.14% | 29.09%-48.2pp | 35.95%-55.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,785 | $3,490-48.8% | $2,837-37.1% | $4,741-62.3% |
| Participant deferral / active EE | $6,418 | $5,339+20.2% | $4,656+37.8% | $6,401+0.3% |
| Admin fee / account holder | $4,249 | $10,925-61.1% | $7,493-43.3% | $11,429-62.8% |