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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 | $119,549 | $167,352-28.6% | $143,788-16.9% | $134,509-11.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.72% | 0.47%-20.2pp | -0.03%-19.7pp | 418.13%-437.9pp |
| Employer contribution / active EE | $1,789 | $5,620-68.2% | $4,952-63.9% | $4,741-62.3% |
| Participant deferral / active EE | $7,572 | $6,447+17.4% | $5,638+34.3% | $6,400+18.3% |
| Admin fee / account holder | $602 | $18,091-96.7% | $14,675-95.9% | $11,427-94.7% |