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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 | $69,711 | $167,522-58.4% | $151,639-54.0% | $134,532-48.2% |
| Participation rate | 72.7% | 88.4%-15.6pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -20.87% | 7.81%-28.7pp | 3.34%-24.2pp | 418.27%-439.1pp |
| Employer contribution / active EE | $5,072 | $6,828-25.7% | $6,165-17.7% | $4,741+7.0% |
| Participant deferral / active EE | $12,739 | $8,986+41.8% | $8,363+52.3% | $6,401+99.0% |
| Admin fee / account holder | $497 | $13,780-96.4% | $11,613-95.7% | $11,429-95.7% |