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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 | $149,271 | $167,362-10.8% | $143,799+3.8% | $134,532+11.0% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -9.64% | 0.47%-10.1pp | -0.04%-9.6pp | 418.27%-427.9pp |
| Employer contribution / active EE | $1,253 | $5,620-77.7% | $4,952-74.7% | $4,741-73.6% |
| Participant deferral / active EE | $5,380 | $6,447-16.6% | $5,638-4.6% | $6,401-15.9% |
| Admin fee / account holder | $28,354 | $18,094+56.7% | $14,677+93.2% | $11,429+148.1% |