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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 | $173,477 | $105,867+63.9% | $90,760+91.1% | $134,532+28.9% |
| Participation rate | 72.7% | 78.3%-5.5pp | 75.7%-3.0pp | 81.2%-8.5pp |
| Annual return | -20.28% | -10.99%-9.3pp | -12.16%-8.1pp | 418.27%-438.5pp |
| Employer contribution / active EE | $3,203 | $3,464-7.5% | $2,922+9.6% | $4,741-32.4% |
| Participant deferral / active EE | $12,029 | $5,217+130.6% | $4,565+163.5% | $6,401+87.9% |
| Admin fee / account holder | $18,712 | $13,936+34.3% | $8,444+121.6% | $11,429+63.7% |