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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 | $71,274 | $167,352-57.4% | $143,788-50.4% | $134,509-47.0% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -19.95% | 0.47%-20.4pp | -0.03%-19.9pp | 418.13%-438.1pp |
| Employer contribution / active EE | $2,104 | $5,620-62.6% | $4,952-57.5% | $4,741-55.6% |
| Participant deferral / active EE | $5,793 | $6,447-10.1% | $5,638+2.8% | $6,400-9.5% |
| Admin fee / account holder | $821 | $18,091-95.5% | $14,675-94.4% | $11,427-92.8% |