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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 | $34,556 | $97,020-64.4% | $83,327-58.5% | $135,380-74.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -9.18% | 12.31%-21.5pp | 10.64%-19.8pp | 519.81%-529.0pp |
| Employer contribution / active EE | $12,913 | $4,144+211.6% | $3,379+282.2% | $4,779+170.2% |
| Participant deferral / active EE | $12,833 | $5,964+115.2% | $5,565+130.6% | $5,609+128.8% |
| Admin fee / account holder | $10,022 | $8,426+18.9% | $7,540+32.9% | $10,828-7.4% |