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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 | $115,441 | $167,533-31.1% | $151,645-23.9% | $134,545-14.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -6.36% | 7.81%-14.2pp | 3.34%-9.7pp | 418.37%-424.7pp |
| Employer contribution / active EE | $6,868 | $6,828+0.6% | $6,165+11.4% | $4,742+44.8% |
| Participant deferral / active EE | $11,633 | $8,985+29.5% | $8,363+39.1% | $6,401+81.7% |
| Admin fee / account holder | $29,943 | $13,781+117.3% | $11,614+157.8% | $11,431+162.0% |