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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 | $131,613 | $167,533-21.4% | $151,645-13.2% | $134,545-2.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.03% | 7.81%-25.8pp | 3.34%-21.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $2,453 | $6,828-64.1% | $6,165-60.2% | $4,742-48.3% |
| Participant deferral / active EE | $3,249 | $8,985-63.8% | $8,363-61.2% | $6,401-49.2% |
| Admin fee / account holder | $1,856 | $13,781-86.5% | $11,614-84.0% | $11,431-83.8% |