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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 | $203,639 | $133,983+52.0% | $112,244+81.4% | $134,493+51.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -7.90% | 47.13%-55.0pp | 27.46%-35.4pp | 418.01%-425.9pp |
| Employer contribution / active EE | $4,036 | $4,039-0.1% | $3,635+11.0% | $4,740-14.9% |
| Participant deferral / active EE | $6,718 | $5,291+27.0% | $4,728+42.1% | $6,400+5.0% |
| Admin fee / account holder | $6,233 | $7,490-16.8% | $6,411-2.8% | $11,425-45.4% |