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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 | $117,228 | $167,362-30.0% | $143,799-18.5% | $134,532-12.9% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -19.72% | 0.47%-20.2pp | -0.04%-19.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $3,418 | $5,620-39.2% | $4,952-31.0% | $4,741-27.9% |
| Participant deferral / active EE | $9,233 | $6,447+43.2% | $5,638+63.8% | $6,401+44.2% |
| Admin fee / account holder | $1,260 | $18,094-93.0% | $14,677-91.4% | $11,429-89.0% |