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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 | $91,754 | $167,353-45.2% | $143,797-36.2% | $134,545-31.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -19.71% | 0.48%-20.2pp | -0.04%-19.7pp | 418.37%-438.1pp |
| Employer contribution / active EE | $2,664 | $5,620-52.6% | $4,952-46.2% | $4,742-43.8% |
| Participant deferral / active EE | $3,291 | $6,447-49.0% | $5,638-41.6% | $6,401-48.6% |
| Admin fee / account holder | $470 | $18,096-97.4% | $14,679-96.8% | $11,431-95.9% |