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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 | $159,718 | $211,946-24.6% | $169,452-5.7% | $135,380+18.0% |
| Participation rate | 77.8% | 82.6%-4.9pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -8.60% | 3.26%-11.9pp | 1.83%-10.4pp | 519.81%-528.4pp |
| Employer contribution / active EE | $9,415 | $5,117+84.0% | $4,157+126.5% | $4,779+97.0% |
| Participant deferral / active EE | $7,639 | $6,075+25.7% | $5,277+44.8% | $5,609+36.2% |
| Admin fee / account holder | $6,218 | $11,472-45.8% | $9,110-31.7% | $10,828-42.6% |