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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 | $73,930 | $167,352-55.8% | $143,788-48.6% | $134,509-45.0% |
| Participation rate | 77.3% | 84.8%-7.5pp | 80.3%-3.0pp | 81.2%-4.0pp |
| Annual return | -12.65% | 0.47%-13.1pp | -0.03%-12.6pp | 418.13%-430.8pp |
| Employer contribution / active EE | $2,128 | $5,620-62.1% | $4,952-57.0% | $4,741-55.1% |
| Participant deferral / active EE | $3,308 | $6,447-48.7% | $5,638-41.3% | $6,400-48.3% |
| Admin fee / account holder | $1,541 | $18,091-91.5% | $14,675-89.5% | $11,427-86.5% |