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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 | $130,206 | $167,533-22.3% | $151,645-14.1% | $134,545-3.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -19.53% | 7.81%-27.3pp | 3.34%-22.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $18,331 | $6,828+168.5% | $6,165+197.3% | $4,742+286.6% |
| Participant deferral / active EE | $11,759 | $8,985+30.9% | $8,363+40.6% | $6,401+83.7% |
| Admin fee / account holder | $28,427 | $13,781+106.3% | $11,614+144.8% | $11,431+148.7% |