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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 | $122,188 | $190,879-36.0% | $160,009-23.6% | $134,532-9.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -19.62% | 552.63%-572.3pp | 408.85%-428.5pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,897 | $4,995-62.0% | $4,225-55.1% | $4,741-60.0% |
| Participant deferral / active EE | $6,151 | $6,924-11.2% | $6,183-0.5% | $6,401-3.9% |
| Admin fee / account holder | $6,626 | $10,495-36.9% | $8,715-24.0% | $11,429-42.0% |