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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 | $55,594 | $167,353-66.8% | $143,797-61.3% | $134,545-58.7% |
| Participation rate | 79.2% | 84.8%-5.7pp | 80.3%-1.2pp | 81.2%-2.1pp |
| Annual return | -19.05% | 0.48%-19.5pp | -0.04%-19.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $6,773 | $5,620+20.5% | $4,952+36.8% | $4,742+42.8% |
| Participant deferral / active EE | $7,693 | $6,447+19.3% | $5,638+36.4% | $6,401+20.2% |
| Admin fee / account holder | $915 | $18,096-94.9% | $14,679-93.8% | $11,431-92.0% |