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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 | $165,885 | $167,522-1.0% | $151,639+9.4% | $134,532+23.3% |
| Participation rate | 72.7% | 88.4%-15.6pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -3.90% | 7.81%-11.7pp | 3.34%-7.2pp | 418.27%-422.2pp |
| Employer contribution / active EE | $1,636 | $6,828-76.0% | $6,165-73.5% | $4,741-65.5% |
| Participant deferral / active EE | $5,504 | $8,986-38.8% | $8,363-34.2% | $6,401-14.0% |
| Admin fee / account holder | $4,742 | $13,780-65.6% | $11,613-59.2% | $11,429-58.5% |