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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 | $149,629 | $133,981+11.7% | $112,249+33.3% | $134,532+11.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -10.66% | 47.16%-57.8pp | 27.48%-38.1pp | 418.27%-428.9pp |
| Employer contribution / active EE | $2,701 | $4,040-33.1% | $3,636-25.7% | $4,741-43.0% |
| Participant deferral / active EE | $8,362 | $5,292+58.0% | $4,729+76.8% | $6,401+30.6% |
| Admin fee / account holder | $15,944 | $7,492+112.8% | $6,412+148.6% | $11,429+39.5% |