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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 | $60,313 | $167,362-64.0% | $143,799-58.1% | $134,532-55.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -19.50% | 0.47%-20.0pp | -0.04%-19.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $3,256 | $5,620-42.1% | $4,952-34.3% | $4,741-31.3% |
| Participant deferral / active EE | $5,676 | $6,447-12.0% | $5,638+0.7% | $6,401-11.3% |
| Admin fee / account holder | $314 | $18,094-98.3% | $14,677-97.9% | $11,429-97.2% |