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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 | $66,177 | $167,362-60.5% | $143,799-54.0% | $134,532-50.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -13.63% | 0.47%-14.1pp | -0.04%-13.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $3,514 | $5,620-37.5% | $4,952-29.0% | $4,741-25.9% |
| Participant deferral / active EE | $4,782 | $6,447-25.8% | $5,638-15.2% | $6,401-25.3% |
| Admin fee / account holder | $12,334 | $18,094-31.8% | $14,677-16.0% | $11,429+7.9% |