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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 | $109,538 | $167,352-34.5% | $143,788-23.8% | $134,509-18.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.48% | 0.47%-14.0pp | -0.03%-13.4pp | 418.13%-431.6pp |
| Employer contribution / active EE | $1,227 | $5,620-78.2% | $4,952-75.2% | $4,741-74.1% |
| Participant deferral / active EE | $6,953 | $6,447+7.8% | $5,638+23.3% | $6,400+8.6% |
| Admin fee / account holder | $321 | $18,091-98.2% | $14,675-97.8% | $11,427-97.2% |