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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 | $156,267 | $95,917+62.9% | $79,583+96.4% | $134,545+16.1% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -15.11% | -2.70%-12.4pp | 0.16%-15.3pp | 418.37%-433.5pp |
| Employer contribution / active EE | $2,494 | $3,129-20.3% | $2,414+3.3% | $4,742-47.4% |
| Participant deferral / active EE | $6,022 | $4,694+28.3% | $3,986+51.1% | $6,401-5.9% |
| Admin fee / account holder | $23,957 | $9,132+162.3% | $6,835+250.5% | $11,431+109.6% |