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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 | $153,080 | $95,917+59.6% | $79,583+92.4% | $134,545+13.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -3.31% | -2.70%-0.6pp | 0.16%-3.5pp | 418.37%-421.7pp |
| Employer contribution / active EE | $2,135 | $3,129-31.8% | $2,414-11.5% | $4,742-55.0% |
| Participant deferral / active EE | $5,280 | $4,694+12.5% | $3,986+32.5% | $6,401-17.5% |
| Admin fee / account holder | $1,583 | $9,132-82.7% | $6,835-76.8% | $11,431-86.2% |