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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 | $87,391 | $167,353-47.8% | $143,797-39.2% | $134,545-35.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.94% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,910 | $5,620-66.0% | $4,952-61.4% | $4,742-59.7% |
| Participant deferral / active EE | $6,424 | $6,447-0.4% | $5,638+13.9% | $6,401+0.3% |
| Admin fee / account holder | $314 | $18,096-98.3% | $14,679-97.9% | $11,431-97.3% |