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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 | $160,943 | $134,001+20.1% | $112,258+43.4% | $134,509+19.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -15.76% | 47.15%-62.9pp | 27.47%-43.2pp | 418.13%-433.9pp |
| Employer contribution / active EE | $3,450 | $4,039-14.6% | $3,636-5.1% | $4,741-27.2% |
| Participant deferral / active EE | $10,849 | $5,291+105.0% | $4,728+129.4% | $6,400+69.5% |
| Admin fee / account holder | $873 | $7,491-88.3% | $6,411-86.4% | $11,427-92.4% |