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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 | $59,416 | $167,353-64.5% | $143,797-58.7% | $134,545-55.8% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -15.59% | 0.48%-16.1pp | -0.04%-15.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $6,875 | $5,620+22.3% | $4,952+38.8% | $4,742+45.0% |
| Participant deferral / active EE | $5,256 | $6,447-18.5% | $5,638-6.8% | $6,401-17.9% |
| Admin fee / account holder | $617 | $18,096-96.6% | $14,679-95.8% | $11,431-94.6% |