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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 | $24,831 | $167,533-85.2% | $151,645-83.6% | $134,545-81.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -12.99% | 7.81%-20.8pp | 3.34%-16.3pp | 418.37%-431.4pp |
| Employer contribution / active EE | $2,883 | $6,828-57.8% | $6,165-53.2% | $4,742-39.2% |
| Participant deferral / active EE | $5,150 | $8,985-42.7% | $8,363-38.4% | $6,401-19.5% |
| Admin fee / account holder | $18,491 | $13,781+34.2% | $11,614+59.2% | $11,431+61.8% |