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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 | $119,355 | $114,237+4.5% | $119,258+0.1% | $167,536-28.8% |
| Participation rate | 70.0% | 83.7%-13.7pp | 82.7%-12.7pp | 82.1%-12.1pp |
| Annual return | 15.94% | 29.87%-13.9pp | 30.69%-14.8pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,637 | $4,481-63.5% | $4,384-62.7% | $4,839-66.2% |
| Participant deferral / active EE | $4,532 | $6,084-25.5% | $6,111-25.8% | $6,342-28.5% |
| Admin fee / account holder | $225,541 | $8,932+2425.1% | $7,226+3021.3% | $12,315+1731.5% |