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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 | $72,827 | $167,352-56.5% | $143,788-49.4% | $134,509-45.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -19.56% | 0.47%-20.0pp | -0.03%-19.5pp | 418.13%-437.7pp |
| Employer contribution / active EE | $1,554 | $5,620-72.3% | $4,952-68.6% | $4,741-67.2% |
| Participant deferral / active EE | $6,643 | $6,447+3.0% | $5,638+17.8% | $6,400+3.8% |
| Admin fee / account holder | $338 | $18,091-98.1% | $14,675-97.7% | $11,427-97.0% |