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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 | $117,645 | $92,219+27.6% | $76,767+53.3% | $135,380-13.1% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | -6.38% | 5.46%-11.8pp | 2.43%-8.8pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,637 | $3,216-49.1% | $2,485-34.1% | $4,779-65.7% |
| Participant deferral / active EE | $8,185 | $4,508+81.6% | $3,852+112.5% | $5,609+45.9% |
| Admin fee / account holder | $1,446 | $10,749-86.6% | $6,675-78.3% | $10,828-86.7% |