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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 | $197,142 | $97,020+103.2% | $83,322+136.6% | $135,379+45.6% |
| Participation rate | 77.8% | 80.4%-2.6pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -7.51% | 12.31%-19.8pp | 10.64%-18.2pp | 519.79%-527.3pp |
| Employer contribution / active EE | $2,912 | $4,144-29.7% | $3,379-13.8% | $4,779-39.1% |
| Participant deferral / active EE | $9,400 | $5,964+57.6% | $5,565+68.9% | $5,609+67.6% |
| Admin fee / account holder | $1,061 | $8,426-87.4% | $7,540-85.9% | $10,828-90.2% |