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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 | $148,946 | $167,353-11.0% | $143,797+3.6% | $134,545+10.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.26% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,203 | $5,620-78.6% | $4,952-75.7% | $4,742-74.6% |
| Participant deferral / active EE | $6,875 | $6,447+6.6% | $5,638+21.9% | $6,401+7.4% |
| Admin fee / account holder | $2,602 | $18,096-85.6% | $14,679-82.3% | $11,431-77.2% |