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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 | $34,414 | $167,362-79.4% | $143,799-76.1% | $134,532-74.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -16.79% | 0.47%-17.3pp | -0.04%-16.7pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,352 | $5,620-58.1% | $4,952-52.5% | $4,741-50.4% |
| Participant deferral / active EE | $7,099 | $6,447+10.1% | $5,638+25.9% | $6,401+10.9% |
| Admin fee / account holder | $336 | $18,094-98.1% | $14,677-97.7% | $11,429-97.1% |