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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 | $127,174 | $167,353-24.0% | $143,797-11.6% | $134,545-5.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.55% | 0.48%-16.0pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $1,826 | $5,620-67.5% | $4,952-63.1% | $4,742-61.5% |
| Participant deferral / active EE | $6,170 | $6,447-4.3% | $5,638+9.4% | $6,401-3.6% |
| Admin fee / account holder | $22,471 | $18,096+24.2% | $14,679+53.1% | $11,431+96.6% |