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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 | $109,188 | $133,998-18.5% | $112,263-2.7% | $134,545-18.8% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -11.25% | 47.17%-58.4pp | 27.49%-38.7pp | 418.37%-429.6pp |
| Employer contribution / active EE | $12,910 | $4,040+219.5% | $3,636+255.0% | $4,742+172.3% |
| Participant deferral / active EE | $15,568 | $5,292+194.2% | $4,729+229.2% | $6,401+143.2% |
| Admin fee / account holder | $1,683 | $7,493-77.5% | $6,410-73.8% | $11,431-85.3% |