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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 | $115,541 | $167,353-31.0% | $143,797-19.7% | $134,545-14.1% |
| Participation rate | 76.5% | 84.8%-8.4pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -14.50% | 0.48%-15.0pp | -0.04%-14.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $4,941 | $5,620-12.1% | $4,952-0.2% | $4,742+4.2% |
| Participant deferral / active EE | $2,970 | $6,447-53.9% | $5,638-47.3% | $6,401-53.6% |
| Admin fee / account holder | $10,650 | $18,096-41.1% | $14,679-27.4% | $11,431-6.8% |