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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 | $95,895+59.6% | $79,576+92.4% | $134,509+13.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -3.31% | -2.72%-0.6pp | 0.15%-3.5pp | 418.13%-421.4pp |
| Employer contribution / active EE | $2,135 | $3,128-31.8% | $2,413-11.5% | $4,741-55.0% |
| Participant deferral / active EE | $5,280 | $4,693+12.5% | $3,985+32.5% | $6,400-17.5% |
| Admin fee / account holder | $1,583 | $9,129-82.7% | $6,834-76.8% | $11,427-86.1% |