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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 | $40,333 | $167,353-75.9% | $143,797-72.0% | $134,545-70.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -10.86% | 0.48%-11.3pp | -0.04%-10.8pp | 418.37%-429.2pp |
| Employer contribution / active EE | $7,654 | $5,620+36.2% | $4,952+54.6% | $4,742+61.4% |
| Participant deferral / active EE | $4,703 | $6,447-27.1% | $5,638-16.6% | $6,401-26.5% |
| Admin fee / account holder | $540 | $18,096-97.0% | $14,679-96.3% | $11,431-95.3% |