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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 | $24,004 | $127,386-81.2% | $115,037-79.1% | $125,388-80.9% |
| Participation rate | 76.9% | 84.2%-7.2pp | 81.4%-4.4pp | 83.2%-6.3pp |
| Annual return | -0.93% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $6,008 | $5,166+16.3% | $4,608+30.4% | $4,866+23.5% |
| Participant deferral / active EE | $6,965 | $6,423+8.4% | $6,026+15.6% | $5,352+30.1% |
| Admin fee / account holder | $25,578 | $9,516+168.8% | $8,175+212.9% | $9,541+168.1% |