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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 | $71,897 | $167,353-57.0% | $143,797-50.0% | $134,545-46.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.83% | 0.48%-20.3pp | -0.04%-19.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $2,328 | $5,620-58.6% | $4,952-53.0% | $4,742-50.9% |
| Participant deferral / active EE | $4,807 | $6,447-25.4% | $5,638-14.8% | $6,401-24.9% |
| Admin fee / account holder | $1,774 | $18,096-90.2% | $14,679-87.9% | $11,431-84.5% |