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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 | $92,519 | $127,386-27.4% | $115,037-19.6% | $125,388-26.2% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -0.19% | 31.28%-31.5pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,421 | $5,166-72.5% | $4,608-69.2% | $4,866-70.8% |
| Participant deferral / active EE | $4,359 | $6,423-32.1% | $6,026-27.7% | $5,352-18.6% |
| Admin fee / account holder | $19,514 | $9,516+105.1% | $8,175+138.7% | $9,541+104.5% |