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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 | $107,612 | $167,362-35.7% | $143,799-25.2% | $134,532-20.0% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -18.73% | 0.47%-19.2pp | -0.04%-18.7pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,616 | $5,620-71.3% | $4,952-67.4% | $4,741-65.9% |
| Participant deferral / active EE | $4,482 | $6,447-30.5% | $5,638-20.5% | $6,401-30.0% |
| Admin fee / account holder | $3,481 | $18,094-80.8% | $14,677-76.3% | $11,429-69.5% |