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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 | $186,237 | $97,020+92.0% | $83,327+123.5% | $135,380+37.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -3.07% | 12.31%-15.4pp | 10.64%-13.7pp | 519.81%-522.9pp |
| Employer contribution / active EE | $1,493 | $4,144-64.0% | $3,379-55.8% | $4,779-68.8% |
| Participant deferral / active EE | $3,103 | $5,964-48.0% | $5,565-44.2% | $5,609-44.7% |
| Admin fee / account holder | $136,436 | $8,426+1519.2% | $7,540+1709.4% | $10,828+1160.0% |