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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 | $207,678 | $95,917+116.5% | $79,583+161.0% | $134,545+54.4% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -16.21% | -2.70%-13.5pp | 0.16%-16.4pp | 418.37%-434.6pp |
| Employer contribution / active EE | $1,628 | $3,129-48.0% | $2,414-32.6% | $4,742-65.7% |
| Participant deferral / active EE | $6,575 | $4,694+40.1% | $3,986+65.0% | $6,401+2.7% |
| Admin fee / account holder | $30,412 | $9,132+233.0% | $6,835+344.9% | $11,431+166.1% |