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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 | $157,589 | $82,324+91.4% | $68,803+129.0% | $134,545+17.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -18.19% | -2.17%-16.0pp | -6.37%-11.8pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,139 | $3,302-65.5% | $2,656-57.1% | $4,742-76.0% |
| Participant deferral / active EE | $5,442 | $4,740+14.8% | $3,942+38.1% | $6,401-15.0% |
| Admin fee / account holder | $8,457 | $6,485+30.4% | $4,936+71.3% | $11,431-26.0% |