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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 | $113,173 | $167,533-32.4% | $151,645-25.4% | $134,545-15.9% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -17.84% | 7.81%-25.7pp | 3.34%-21.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $2,008 | $6,828-70.6% | $6,165-67.4% | $4,742-57.7% |
| Participant deferral / active EE | $8,879 | $8,985-1.2% | $8,363+6.2% | $6,401+38.7% |
| Admin fee / account holder | $1,907 | $13,781-86.2% | $11,614-83.6% | $11,431-83.3% |