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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 | $62,526 | $167,362-62.6% | $143,799-56.5% | $134,532-53.5% |
| Participation rate | 78.9% | 84.8%-5.9pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | -16.50% | 0.47%-17.0pp | -0.04%-16.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $2,394 | $5,620-57.4% | $4,952-51.7% | $4,741-49.5% |
| Participant deferral / active EE | $3,758 | $6,447-41.7% | $5,638-33.4% | $6,401-41.3% |
| Admin fee / account holder | $2,213 | $18,094-87.8% | $14,677-84.9% | $11,429-80.6% |