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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 | $109,637 | $167,352-34.5% | $143,788-23.8% | $134,509-18.5% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -16.98% | 0.47%-17.5pp | -0.03%-17.0pp | 418.13%-435.1pp |
| Employer contribution / active EE | $2,187 | $5,620-61.1% | $4,952-55.8% | $4,741-53.9% |
| Participant deferral / active EE | $5,722 | $6,447-11.2% | $5,638+1.5% | $6,400-10.6% |
| Admin fee / account holder | $741 | $18,091-95.9% | $14,675-95.0% | $11,427-93.5% |