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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 | $193,037 | $95,915+101.3% | $79,580+142.6% | $134,532+43.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -19.41% | -2.71%-16.7pp | 0.15%-19.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,623 | $3,129-48.1% | $2,413-32.7% | $4,741-65.8% |
| Participant deferral / active EE | $3,139 | $4,693-33.1% | $3,985-21.2% | $6,401-51.0% |
| Admin fee / account holder | $3,031 | $9,132-66.8% | $6,835-55.7% | $11,429-73.5% |