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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 | $21,986 | $167,362-86.9% | $143,799-84.7% | $134,532-83.7% |
| Participation rate | 73.7% | 84.8%-11.1pp | 80.3%-6.6pp | 81.2%-7.5pp |
| Annual return | -19.04% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,010 | $5,620-46.5% | $4,952-39.2% | $4,741-36.5% |
| Participant deferral / active EE | $6,793 | $6,447+5.4% | $5,638+20.5% | $6,401+6.1% |
| Admin fee / account holder | $2,059 | $18,094-88.6% | $14,677-86.0% | $11,429-82.0% |