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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 | $167,353-27.4% | $143,797-15.5% | $134,545-9.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -16.52% | 0.48%-17.0pp | -0.04%-16.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,906 | $5,620-66.1% | $4,952-61.5% | $4,742-59.8% |
| Participant deferral / active EE | $5,303 | $6,447-17.7% | $5,638-5.9% | $6,401-17.2% |
| Admin fee / account holder | $13,457 | $18,096-25.6% | $14,679-8.3% | $11,431+17.7% |