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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 | $83,101 | $167,522-50.4% | $151,639-45.2% | $134,532-38.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -4.53% | 7.81%-12.3pp | 3.34%-7.9pp | 418.27%-422.8pp |
| Employer contribution / active EE | $3,468 | $6,828-49.2% | $6,165-43.7% | $4,741-26.8% |
| Participant deferral / active EE | $11,614 | $8,986+29.3% | $8,363+38.9% | $6,401+81.4% |
| Admin fee / account holder | $63,309 | $13,780+359.4% | $11,613+445.1% | $11,429+454.0% |