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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 | $102,445 | $167,533-38.9% | $151,645-32.4% | $134,545-23.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.26% | 7.81%-27.1pp | 3.34%-22.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $11,243 | $6,828+64.6% | $6,165+82.4% | $4,742+137.1% |
| Participant deferral / active EE | $5,421 | $8,985-39.7% | $8,363-35.2% | $6,401-15.3% |
| Admin fee / account holder | $2,479 | $13,781-82.0% | $11,614-78.7% | $11,431-78.3% |