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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 | $76,749 | $133,998-42.7% | $112,263-31.6% | $134,545-43.0% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -18.65% | 47.17%-65.8pp | 27.49%-46.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,590 | $4,040-35.9% | $3,636-28.8% | $4,742-45.4% |
| Participant deferral / active EE | $11,818 | $5,292+123.3% | $4,729+149.9% | $6,401+84.6% |
| Admin fee / account holder | $12,252 | $7,493+63.5% | $6,410+91.1% | $11,431+7.2% |