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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 | $54,521 | $167,362-67.4% | $143,799-62.1% | $134,532-59.5% |
| Participation rate | 77.3% | 84.8%-7.5pp | 80.3%-3.0pp | 81.2%-4.0pp |
| Annual return | -3.37% | 0.47%-3.8pp | -0.04%-3.3pp | 418.27%-421.6pp |
| Employer contribution / active EE | $6,312 | $5,620+12.3% | $4,952+27.5% | $4,741+33.1% |
| Participant deferral / active EE | $7,350 | $6,447+14.0% | $5,638+30.4% | $6,401+14.8% |
| Admin fee / account holder | $722 | $18,094-96.0% | $14,677-95.1% | $11,429-93.7% |