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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 | $208,901 | $82,314+153.8% | $68,808+203.6% | $134,532+55.3% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.0%+1.0pp | 81.2%-11.2pp |
| Annual return | -13.15% | -2.18%-11.0pp | -6.37%-6.8pp | 418.27%-431.4pp |
| Employer contribution / active EE | $2,515 | $3,301-23.8% | $2,656-5.3% | $4,741-47.0% |
| Participant deferral / active EE | $6,954 | $4,740+46.7% | $3,942+76.4% | $6,401+8.6% |
| Admin fee / account holder | $1,237 | $6,484-80.9% | $4,936-74.9% | $11,429-89.2% |