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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 | $127,277 | $167,353-23.9% | $143,797-11.5% | $134,545-5.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.98% | 0.48%-14.5pp | -0.04%-13.9pp | 418.37%-432.3pp |
| Employer contribution / active EE | $4,072 | $5,620-27.6% | $4,952-17.8% | $4,742-14.1% |
| Participant deferral / active EE | $6,252 | $6,447-3.0% | $5,638+10.9% | $6,401-2.3% |
| Admin fee / account holder | $883 | $18,096-95.1% | $14,679-94.0% | $11,431-92.3% |