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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 | $39,628 | $127,386-68.9% | $115,037-65.6% | $125,393-68.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -0.11% | 31.28%-31.4pp | 26.14%-26.3pp | 282.23%-282.3pp |
| Employer contribution / active EE | $11,024 | $5,166+113.4% | $4,608+139.2% | $4,866+126.5% |
| Participant deferral / active EE | $5,278 | $6,423-17.8% | $6,026-12.4% | $5,351-1.4% |
| Admin fee / account holder | $4,468 | $9,516-53.1% | $8,175-45.4% | $9,541-53.2% |