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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 | $35,810 | $167,353-78.6% | $143,797-75.1% | $134,545-73.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.28% | 0.48%-19.8pp | -0.04%-19.2pp | 418.37%-437.7pp |
| Employer contribution / active EE | $5,502 | $5,620-2.1% | $4,952+11.1% | $4,742+16.0% |
| Participant deferral / active EE | $8,196 | $6,447+27.1% | $5,638+45.4% | $6,401+28.0% |
| Admin fee / account holder | $807 | $18,096-95.5% | $14,679-94.5% | $11,431-92.9% |