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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 | $137,593 | $105,866+30.0% | $90,766+51.6% | $134,545+2.3% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -17.49% | -10.99%-6.5pp | -12.16%-5.3pp | 418.37%-435.9pp |
| Employer contribution / active EE | $733 | $3,464-78.8% | $2,922-74.9% | $4,742-84.5% |
| Participant deferral / active EE | $12,819 | $5,217+145.7% | $4,565+180.8% | $6,401+100.3% |
| Admin fee / account holder | $4,080 | $13,938-70.7% | $8,446-51.7% | $11,431-64.3% |