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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 | $237,791 | $95,917+147.9% | $79,583+198.8% | $134,545+76.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -15.99% | -2.70%-13.3pp | 0.16%-16.2pp | 418.37%-434.4pp |
| Employer contribution / active EE | $13,037 | $3,129+316.6% | $2,414+440.1% | $4,742+175.0% |
| Participant deferral / active EE | $10,053 | $4,694+114.2% | $3,986+152.2% | $6,401+57.1% |
| Admin fee / account holder | $2,320 | $9,132-74.6% | $6,835-66.1% | $11,431-79.7% |