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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 | $119,858 | $167,533-28.5% | $151,645-21.0% | $134,545-10.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -17.95% | 7.81%-25.8pp | 3.34%-21.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $1,778 | $6,828-74.0% | $6,165-71.2% | $4,742-62.5% |
| Participant deferral / active EE | $5,335 | $8,985-40.6% | $8,363-36.2% | $6,401-16.7% |
| Admin fee / account holder | $1,319 | $13,781-90.4% | $11,614-88.6% | $11,431-88.5% |