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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 | $117,842 | $167,353-29.6% | $143,797-18.0% | $134,545-12.4% |
| Participation rate | 78.3% | 84.8%-6.6pp | 80.3%-2.1pp | 81.2%-3.0pp |
| Annual return | -16.81% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,440 | $5,620-56.6% | $4,952-50.7% | $4,742-48.5% |
| Participant deferral / active EE | $6,424 | $6,447-0.4% | $5,638+13.9% | $6,401+0.3% |
| Admin fee / account holder | $1,862 | $18,096-89.7% | $14,679-87.3% | $11,431-83.7% |