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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 | $75,985 | $167,362-54.6% | $143,799-47.2% | $134,532-43.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -10.68% | 0.47%-11.2pp | -0.04%-10.6pp | 418.27%-429.0pp |
| Employer contribution / active EE | $1,250 | $5,620-77.8% | $4,952-74.8% | $4,741-73.6% |
| Participant deferral / active EE | $3,350 | $6,447-48.0% | $5,638-40.6% | $6,401-47.7% |
| Admin fee / account holder | $47,290 | $18,094+161.4% | $14,677+222.2% | $11,429+313.8% |