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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 | $41,623 | $167,362-75.1% | $143,799-71.1% | $134,532-69.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.73% | 0.47%-19.2pp | -0.04%-18.7pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,523 | $5,620-55.1% | $4,952-49.0% | $4,741-46.8% |
| Participant deferral / active EE | $7,317 | $6,447+13.5% | $5,638+29.8% | $6,401+14.3% |
| Admin fee / account holder | $872 | $18,094-95.2% | $14,677-94.1% | $11,429-92.4% |