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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 | $127,827 | $167,353-23.6% | $143,797-11.1% | $134,545-5.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.03% | 0.48%-15.5pp | -0.04%-15.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $35,642 | $5,620+534.1% | $4,952+619.7% | $4,742+651.7% |
| Participant deferral / active EE | $9,786 | $6,447+51.8% | $5,638+73.6% | $6,401+52.9% |
| Admin fee / account holder | $241,429 | $18,096+1234.2% | $14,679+1544.7% | $11,431+2012.1% |