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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 | $82,288+153.9% | $68,794+203.7% | $134,509+55.3% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.0%+1.0pp | 81.2%-11.2pp |
| Annual return | -13.15% | -2.19%-11.0pp | -6.37%-6.8pp | 418.13%-431.3pp |
| Employer contribution / active EE | $2,515 | $3,301-23.8% | $2,656-5.3% | $4,741-47.0% |
| Participant deferral / active EE | $6,954 | $4,738+46.8% | $3,941+76.4% | $6,400+8.6% |
| Admin fee / account holder | $1,237 | $6,482-80.9% | $4,934-74.9% | $11,427-89.2% |