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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 | $181,999 | $167,353+8.8% | $143,797+26.6% | $134,545+35.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.33% | 0.48%-15.8pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $7,500 | $5,620+33.4% | $4,952+51.4% | $4,742+58.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,615 | $18,096-57.9% | $14,679-48.1% | $11,431-33.4% |