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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 | $136,062 | $167,353-18.7% | $143,797-5.4% | $134,545+1.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.44% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $41,029 | $5,620+630.0% | $4,952+728.5% | $4,742+765.3% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,401+321.8% |
| Admin fee / account holder | $24,607 | $18,096+36.0% | $14,679+67.6% | $11,431+115.3% |