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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 | $194,799 | $113,941+71.0% | $94,229+106.7% | $125,389+55.4% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -2.64% | 5.29%-7.9pp | 10.68%-13.3pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,494 | $4,727-68.4% | $3,587-58.3% | $4,866-69.3% |
| Participant deferral / active EE | $6,348 | $5,179+22.6% | $4,320+46.9% | $5,352+18.6% |
| Admin fee / account holder | $44,439 | $8,392+429.6% | $6,269+608.8% | $9,541+365.8% |