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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 | $116,331 | $152,597-23.8% | $117,533-1.0% | $134,532-13.5% |
| Participation rate | 70.8% | 77.1%-6.3pp | 70.6%+0.2pp | 81.2%-10.4pp |
| Annual return | -9.27% | 53.04%-62.3pp | 29.77%-39.0pp | 418.27%-427.5pp |
| Employer contribution / active EE | $2,057 | $5,576-63.1% | $4,179-50.8% | $4,741-56.6% |
| Participant deferral / active EE | $4,203 | $4,821-12.8% | $4,072+3.2% | $6,401-34.3% |
| Admin fee / account holder | $12,794 | $7,007+82.6% | $5,647+126.6% | $11,429+11.9% |