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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 | $117,743 | $167,362-29.6% | $143,799-18.1% | $134,532-12.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.81% | 0.47%-14.3pp | -0.04%-13.8pp | 418.27%-432.1pp |
| Employer contribution / active EE | $11,661 | $5,620+107.5% | $4,952+135.5% | $4,741+145.9% |
| Participant deferral / active EE | $6,250 | $6,447-3.1% | $5,638+10.8% | $6,401-2.4% |
| Admin fee / account holder | $125,987 | $18,094+596.3% | $14,677+758.4% | $11,429+1002.4% |