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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 | $106,925 | $147,167-27.3% | $111,392-4.0% | $135,380-21.0% |
| Participation rate | 76.5% | 84.0%-7.6pp | 78.9%-2.4pp | 82.6%-6.2pp |
| Annual return | -5.11% | -4.44%-0.7pp | -2.06%-3.0pp | 519.81%-524.9pp |
| Employer contribution / active EE | $7,145 | $5,204+37.3% | $4,328+65.1% | $4,779+49.5% |
| Participant deferral / active EE | $9,696 | $6,565+47.7% | $5,567+74.2% | $5,609+72.9% |
| Admin fee / account holder | $6,090 | $20,270-70.0% | $12,266-50.3% | $10,828-43.8% |