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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 | $135,057 | $100,805+34.0% | $86,698+55.8% | $134,532+0.4% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -11.30% | 29.09%-40.4pp | 35.95%-47.3pp | 418.27%-429.6pp |
| Employer contribution / active EE | $1,740 | $3,490-50.2% | $2,837-38.7% | $4,741-63.3% |
| Participant deferral / active EE | $11,838 | $5,339+121.7% | $4,656+154.2% | $6,401+84.9% |
| Admin fee / account holder | $1,981 | $10,925-81.9% | $7,493-73.6% | $11,429-82.7% |