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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 | $142,675 | $95,193+49.9% | $76,523+86.4% | $135,382+5.4% |
| Participation rate | 73.3% | 74.4%-1.1pp | 68.0%+5.3pp | 82.6%-9.3pp |
| Annual return | -6.15% | 4.85%-11.0pp | -0.27%-5.9pp | 519.77%-525.9pp |
| Employer contribution / active EE | $2,626 | $3,302-20.5% | $2,647-0.8% | $4,779-45.1% |
| Participant deferral / active EE | $10,335 | $4,639+122.8% | $3,835+169.4% | $5,609+84.3% |
| Admin fee / account holder | $20,311 | $6,249+225.0% | $4,848+318.9% | $10,829+87.6% |