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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 | $81,625 | $167,352-51.2% | $143,788-43.2% | $134,509-39.3% |
| Participation rate | 73.9% | 84.8%-10.9pp | 80.3%-6.4pp | 81.2%-7.3pp |
| Annual return | -17.80% | 0.47%-18.3pp | -0.03%-17.8pp | 418.13%-435.9pp |
| Employer contribution / active EE | $6,124 | $5,620+9.0% | $4,952+23.7% | $4,741+29.2% |
| Participant deferral / active EE | $4,956 | $6,447-23.1% | $5,638-12.1% | $6,400-22.6% |
| Admin fee / account holder | $1,484 | $18,091-91.8% | $14,675-89.9% | $11,427-87.0% |