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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 | $88,759 | $167,504-47.0% | $151,628-41.5% | $134,509-34.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -17.72% | 7.81%-25.5pp | 3.34%-21.1pp | 418.13%-435.9pp |
| Employer contribution / active EE | $7,043 | $6,828+3.1% | $6,165+14.2% | $4,741+48.6% |
| Participant deferral / active EE | $11,523 | $8,985+28.3% | $8,363+37.8% | $6,400+80.0% |
| Admin fee / account holder | $15,812 | $13,779+14.8% | $11,613+36.2% | $11,427+38.4% |