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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 | $69,389 | $167,352-58.5% | $143,788-51.7% | $134,509-48.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.84% | 0.47%-20.3pp | -0.03%-19.8pp | 418.13%-438.0pp |
| Employer contribution / active EE | $3,493 | $5,620-37.8% | $4,952-29.5% | $4,741-26.3% |
| Participant deferral / active EE | $4,222 | $6,447-34.5% | $5,638-25.1% | $6,400-34.0% |
| Admin fee / account holder | $2,017 | $18,091-88.8% | $14,675-86.3% | $11,427-82.3% |