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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 | $108,392 | $167,533-35.3% | $151,645-28.5% | $134,545-19.4% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -19.67% | 7.81%-27.5pp | 3.34%-23.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $10,818 | $6,828+58.4% | $6,165+75.5% | $4,742+128.1% |
| Participant deferral / active EE | $14,956 | $8,985+66.5% | $8,363+78.8% | $6,401+133.6% |
| Admin fee / account holder | $2,492 | $13,781-81.9% | $11,614-78.5% | $11,431-78.2% |