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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 | $117,578 | $100,811+16.6% | $86,698+35.6% | $134,545-12.6% |
| Participation rate | 72.7% | 79.0%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -13.31% | 29.11%-42.4pp | 35.96%-49.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $2,021 | $3,490-42.1% | $2,837-28.8% | $4,742-57.4% |
| Participant deferral / active EE | $4,641 | $5,339-13.1% | $4,656-0.3% | $6,401-27.5% |
| Admin fee / account holder | $15,683 | $10,926+43.5% | $7,492+109.3% | $11,431+37.2% |