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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 | $238,045 | $95,915+148.2% | $79,580+199.1% | $134,532+76.9% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -19.31% | -2.71%-16.6pp | 0.15%-19.5pp | 418.27%-437.6pp |
| Employer contribution / active EE | $3,323 | $3,129+6.2% | $2,413+37.7% | $4,741-29.9% |
| Participant deferral / active EE | $11,325 | $4,693+141.3% | $3,985+184.2% | $6,401+76.9% |
| Admin fee / account holder | $1,000 | $9,132-89.1% | $6,835-85.4% | $11,429-91.3% |