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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 | $121,507 | $167,352-27.4% | $143,788-15.5% | $134,509-9.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -16.52% | 0.47%-17.0pp | -0.03%-16.5pp | 418.13%-434.7pp |
| Employer contribution / active EE | $1,906 | $5,620-66.1% | $4,952-61.5% | $4,741-59.8% |
| Participant deferral / active EE | $5,303 | $6,447-17.7% | $5,638-5.9% | $6,400-17.1% |
| Admin fee / account holder | $13,457 | $18,091-25.6% | $14,675-8.3% | $11,427+17.8% |