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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 | $63,609 | $167,533-62.0% | $151,645-58.1% | $134,545-52.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -15.79% | 7.81%-23.6pp | 3.34%-19.1pp | 418.37%-434.2pp |
| Employer contribution / active EE | $3,435 | $6,828-49.7% | $6,165-44.3% | $4,742-27.6% |
| Participant deferral / active EE | $17,708 | $8,985+97.1% | $8,363+111.7% | $6,401+176.6% |
| Admin fee / account holder | $1,521 | $13,781-89.0% | $11,614-86.9% | $11,431-86.7% |