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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 | $41,938 | $167,353-74.9% | $143,797-70.8% | $134,545-68.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.58% | 0.48%-19.1pp | -0.04%-18.5pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,456 | $5,620-74.1% | $4,952-70.6% | $4,742-69.3% |
| Participant deferral / active EE | $3,346 | $6,447-48.1% | $5,638-40.7% | $6,401-47.7% |
| Admin fee / account holder | $25,773 | $18,096+42.4% | $14,679+75.6% | $11,431+125.5% |