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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 | $112,837 | $167,362-32.6% | $143,799-21.5% | $134,532-16.1% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -16.60% | 0.47%-17.1pp | -0.04%-16.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $9,146 | $5,620+62.7% | $4,952+84.7% | $4,741+92.9% |
| Participant deferral / active EE | $3,637 | $6,447-43.6% | $5,638-35.5% | $6,401-43.2% |
| Admin fee / account holder | $47,718 | $18,094+163.7% | $14,677+225.1% | $11,429+317.5% |