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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 | $104,514 | $134,001-22.0% | $112,258-6.9% | $134,509-22.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.75% | 47.15%-63.9pp | 27.47%-44.2pp | 418.13%-434.9pp |
| Employer contribution / active EE | $1,364 | $4,039-66.2% | $3,636-62.5% | $4,741-71.2% |
| Participant deferral / active EE | $4,179 | $5,291-21.0% | $4,728-11.6% | $6,400-34.7% |
| Admin fee / account holder | $3,092 | $7,491-58.7% | $6,411-51.8% | $11,427-72.9% |