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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 | $108,156 | $133,981-19.3% | $112,249-3.6% | $134,532-19.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.68% | 47.16%-64.8pp | 27.48%-45.2pp | 418.27%-435.9pp |
| Employer contribution / active EE | $17,314 | $4,040+328.6% | $3,636+376.2% | $4,741+265.2% |
| Participant deferral / active EE | $7,214 | $5,292+36.3% | $4,729+52.5% | $6,401+12.7% |
| Admin fee / account holder | $1,300 | $7,492-82.7% | $6,412-79.7% | $11,429-88.6% |