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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 | $84,854 | $142,409-40.4% | $119,634-29.1% | $134,545-36.9% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -18.91% | -12.46%-6.4pp | -14.98%-3.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $6,404 | $5,224+22.6% | $4,232+51.3% | $4,742+35.1% |
| Participant deferral / active EE | $10,228 | $6,468+58.1% | $5,601+82.6% | $6,401+59.8% |
| Admin fee / account holder | $24,386 | $13,594+79.4% | $10,329+136.1% | $11,431+113.3% |