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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 | $102,795 | $167,353-38.6% | $143,797-28.5% | $134,545-23.6% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.93% | 0.48%-17.4pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $2,392 | $5,620-57.4% | $4,952-51.7% | $4,742-49.5% |
| Participant deferral / active EE | $6,137 | $6,447-4.8% | $5,638+8.9% | $6,401-4.1% |
| Admin fee / account holder | $847 | $18,096-95.3% | $14,679-94.2% | $11,431-92.6% |