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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 | $187,291 | $88,603+111.4% | $69,890+168.0% | $134,545+39.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -16.03% | 442.93%-459.0pp | 190.84%-206.9pp | 418.37%-434.4pp |
| Employer contribution / active EE | $8,025 | $3,236+148.0% | $2,560+213.4% | $4,742+69.2% |
| Participant deferral / active EE | $8,248 | $4,771+72.9% | $3,848+114.3% | $6,401+28.9% |
| Admin fee / account holder | $2,085 | $10,443-80.0% | $6,267-66.7% | $11,431-81.8% |