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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 | $92,741 | $167,352-44.6% | $143,788-35.5% | $134,509-31.1% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -17.23% | 0.47%-17.7pp | -0.03%-17.2pp | 418.13%-435.4pp |
| Employer contribution / active EE | $5,584 | $5,620-0.6% | $4,952+12.8% | $4,741+17.8% |
| Participant deferral / active EE | $10,994 | $6,447+70.5% | $5,638+95.0% | $6,400+71.8% |
| Admin fee / account holder | $6,702 | $18,091-63.0% | $14,675-54.3% | $11,427-41.4% |