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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 | $194,927 | $105,867+84.1% | $90,760+114.8% | $134,532+44.9% |
| Participation rate | 76.9% | 78.3%-1.3pp | 75.7%+1.2pp | 81.2%-4.3pp |
| Annual return | -18.29% | -10.99%-7.3pp | -12.16%-6.1pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,133 | $3,464-67.3% | $2,922-61.2% | $4,741-76.1% |
| Participant deferral / active EE | $3,488 | $5,217-33.1% | $4,565-23.6% | $6,401-45.5% |
| Admin fee / account holder | $2,899 | $13,936-79.2% | $8,444-65.7% | $11,429-74.6% |