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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 | $156,189 | $95,915+62.8% | $79,580+96.3% | $134,532+16.1% |
| Participation rate | 76.2% | 75.0%+1.1pp | 69.5%+6.7pp | 81.2%-5.0pp |
| Annual return | -17.55% | -2.71%-14.8pp | 0.15%-17.7pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,969 | $3,129-5.1% | $2,413+23.0% | $4,741-37.4% |
| Participant deferral / active EE | $9,042 | $4,693+92.7% | $3,985+126.9% | $6,401+41.3% |
| Admin fee / account holder | $28,032 | $9,132+207.0% | $6,835+310.1% | $11,429+145.3% |