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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 | $72,148 | $167,362-56.9% | $143,799-49.8% | $134,532-46.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -11.17% | 0.47%-11.6pp | -0.04%-11.1pp | 418.27%-429.4pp |
| Employer contribution / active EE | $10,098 | $5,620+79.7% | $4,952+103.9% | $4,741+113.0% |
| Participant deferral / active EE | $6,622 | $6,447+2.7% | $5,638+17.4% | $6,401+3.4% |
| Admin fee / account holder | $1,568 | $18,094-91.3% | $14,677-89.3% | $11,429-86.3% |