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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 | $74,567 | $82,674-9.8% | $125,363-40.5% | $68,495+8.9% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -18.93% | -5.97%-13.0pp | 572.15%-591.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $4,289 | $3,382+26.8% | $4,815-10.9% | $2,596+65.2% |
| Participant deferral / active EE | $10,607 | $6,111+73.6% | $7,447+42.4% | $4,028+163.4% |
| Admin fee / account holder | $5,529 | $6,276-11.9% | $10,005-44.7% | $5,403+2.3% |