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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 | $133,160 | $167,353-20.4% | $143,797-7.4% | $134,545-1.0% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -4.89% | 0.48%-5.4pp | -0.04%-4.9pp | 418.37%-423.3pp |
| Employer contribution / active EE | $2,333 | $5,620-58.5% | $4,952-52.9% | $4,742-50.8% |
| Participant deferral / active EE | $4,920 | $6,447-23.7% | $5,638-12.7% | $6,401-23.1% |
| Admin fee / account holder | $10,474 | $18,096-42.1% | $14,679-28.6% | $11,431-8.4% |