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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 | $227,794 | $97,020+134.8% | $83,322+173.4% | $135,379+68.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -6.46% | 12.31%-18.8pp | 10.64%-17.1pp | 519.79%-526.2pp |
| Employer contribution / active EE | $22,138 | $4,144+434.3% | $3,379+555.2% | $4,779+363.2% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,876 | $8,426+17.2% | $7,540+31.0% | $10,828-8.8% |