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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 | $28,372 | $167,362-83.0% | $143,799-80.3% | $134,532-78.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.73% | 0.47%-14.2pp | -0.04%-13.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $1,166 | $5,620-79.3% | $4,952-76.5% | $4,741-75.4% |
| Participant deferral / active EE | $10,584 | $6,447+64.2% | $5,638+87.7% | $6,401+65.4% |
| Admin fee / account holder | $24,229 | $18,094+33.9% | $14,677+65.1% | $11,429+112.0% |