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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 | $122,688 | $167,353-26.7% | $143,797-14.7% | $134,545-8.8% |
| Participation rate | 78.3% | 84.8%-6.6pp | 80.3%-2.1pp | 81.2%-3.0pp |
| Annual return | -17.29% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $8,272 | $5,620+47.2% | $4,952+67.0% | $4,742+74.4% |
| Participant deferral / active EE | $4,428 | $6,447-31.3% | $5,638-21.5% | $6,401-30.8% |
| Admin fee / account holder | $732 | $18,096-96.0% | $14,679-95.0% | $11,431-93.6% |