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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 | $136,156 | $100,811+35.1% | $86,698+57.0% | $134,545+1.2% |
| Participation rate | 70.6% | 79.0%-8.4pp | 76.6%-6.0pp | 81.2%-10.6pp |
| Annual return | -14.56% | 29.11%-43.7pp | 35.96%-50.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $3,075 | $3,490-11.9% | $2,837+8.4% | $4,742-35.2% |
| Participant deferral / active EE | $6,920 | $5,339+29.6% | $4,656+48.6% | $6,401+8.1% |
| Admin fee / account holder | $20,814 | $10,926+90.5% | $7,492+177.8% | $11,431+82.1% |