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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 | $115,374 | $167,362-31.1% | $143,799-19.8% | $134,532-14.2% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -16.29% | 0.47%-16.8pp | -0.04%-16.2pp | 418.27%-434.6pp |
| Employer contribution / active EE | $13,842 | $5,620+146.3% | $4,952+179.5% | $4,741+192.0% |
| Participant deferral / active EE | $7,366 | $6,447+14.3% | $5,638+30.6% | $6,401+15.1% |
| Admin fee / account holder | $3,244 | $18,094-82.1% | $14,677-77.9% | $11,429-71.6% |