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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 | $104,761 | $167,353-37.4% | $143,797-27.1% | $134,545-22.1% |
| Participation rate | 78.3% | 84.8%-6.6pp | 80.3%-2.1pp | 81.2%-3.0pp |
| Annual return | -17.84% | 0.48%-18.3pp | -0.04%-17.8pp | 418.37%-436.2pp |
| Employer contribution / active EE | $3,959 | $5,620-29.6% | $4,952-20.1% | $4,742-16.5% |
| Participant deferral / active EE | $4,625 | $6,447-28.3% | $5,638-18.0% | $6,401-27.7% |
| Admin fee / account holder | $750 | $18,096-95.9% | $14,679-94.9% | $11,431-93.4% |