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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 | $105,353 | $167,353-37.0% | $143,797-26.7% | $134,545-21.7% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -15.48% | 0.48%-16.0pp | -0.04%-15.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,653 | $5,620-70.6% | $4,952-66.6% | $4,742-65.1% |
| Participant deferral / active EE | $5,761 | $6,447-10.6% | $5,638+2.2% | $6,401-10.0% |
| Admin fee / account holder | $3,660 | $18,096-79.8% | $14,679-75.1% | $11,431-68.0% |