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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 | $102,195 | $167,353-38.9% | $143,797-28.9% | $134,545-24.0% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -2.19% | 0.48%-2.7pp | -0.04%-2.2pp | 418.37%-420.6pp |
| Employer contribution / active EE | $12,615 | $5,620+124.4% | $4,952+154.7% | $4,742+166.1% |
| Participant deferral / active EE | $12,407 | $6,447+92.4% | $5,638+120.0% | $6,401+93.8% |
| Admin fee / account holder | $162,497 | $18,096+798.0% | $14,679+1007.0% | $11,431+1321.6% |