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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 | $50,275 | $167,362-70.0% | $143,799-65.0% | $134,532-62.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.59% | 0.47%-19.1pp | -0.04%-18.5pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,162 | $5,620-79.3% | $4,952-76.5% | $4,741-75.5% |
| Participant deferral / active EE | $3,694 | $6,447-42.7% | $5,638-34.5% | $6,401-42.3% |
| Admin fee / account holder | $386 | $18,094-97.9% | $14,677-97.4% | $11,429-96.6% |