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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 | $118,387 | $154,193-23.2% | $130,045-9.0% | $139,466-15.1% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.5%+3.9pp | 80.3%+2.0pp |
| Annual return | 14.69% | 32.51%-17.8pp | -137.30%+152.0pp | 373.66%-359.0pp |
| Employer contribution / active EE | $2,537 | $5,292-52.1% | $4,321-41.3% | $4,754-46.6% |
| Participant deferral / active EE | $4,449 | $6,709-33.7% | $5,820-23.6% | $6,712-33.7% |
| Admin fee / account holder | $13,890 | $13,989-0.7% | $10,600+31.0% | $11,409+21.7% |