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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 | $41,472 | $167,362-75.2% | $143,799-71.2% | $134,532-69.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -15.40% | 0.47%-15.9pp | -0.04%-15.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $8,695 | $5,620+54.7% | $4,952+75.6% | $4,741+83.4% |
| Participant deferral / active EE | $5,318 | $6,447-17.5% | $5,638-5.7% | $6,401-16.9% |
| Admin fee / account holder | $30,824 | $18,094+70.4% | $14,677+110.0% | $11,429+169.7% |