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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 | $40,015 | $167,352-76.1% | $143,788-72.2% | $134,509-70.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -8.13% | 0.47%-8.6pp | -0.03%-8.1pp | 418.13%-426.3pp |
| Employer contribution / active EE | $3,119 | $5,620-44.5% | $4,952-37.0% | $4,741-34.2% |
| Participant deferral / active EE | $6,838 | $6,447+6.1% | $5,638+21.3% | $6,400+6.8% |
| Admin fee / account holder | $6,691 | $18,091-63.0% | $14,675-54.4% | $11,427-41.4% |