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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 | $51,777 | $167,362-69.1% | $143,799-64.0% | $134,532-61.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -14.81% | 0.47%-15.3pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $2,793 | $5,620-50.3% | $4,952-43.6% | $4,741-41.1% |
| Participant deferral / active EE | $6,652 | $6,447+3.2% | $5,638+18.0% | $6,401+3.9% |
| Admin fee / account holder | $833 | $18,094-95.4% | $14,677-94.3% | $11,429-92.7% |