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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 | $103,363 | $167,353-38.2% | $143,797-28.1% | $134,545-23.2% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -16.60% | 0.48%-17.1pp | -0.04%-16.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $8,973 | $5,620+59.7% | $4,952+81.2% | $4,742+89.2% |
| Participant deferral / active EE | $6,865 | $6,447+6.5% | $5,638+21.7% | $6,401+7.2% |
| Admin fee / account holder | $1,345 | $18,096-92.6% | $14,679-90.8% | $11,431-88.2% |