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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 | $129,908 | $167,353-22.4% | $143,797-9.7% | $134,545-3.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.82% | 0.48%-20.3pp | -0.04%-19.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $3,156 | $5,620-43.8% | $4,952-36.3% | $4,742-33.4% |
| Participant deferral / active EE | $8,236 | $6,447+27.7% | $5,638+46.1% | $6,401+28.7% |
| Admin fee / account holder | $1,196 | $18,096-93.4% | $14,679-91.9% | $11,431-89.5% |