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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 | $115,767 | $167,353-30.8% | $143,797-19.5% | $134,545-14.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -8.21% | 0.48%-8.7pp | -0.04%-8.2pp | 418.37%-426.6pp |
| Employer contribution / active EE | $3,524 | $5,620-37.3% | $4,952-28.8% | $4,742-25.7% |
| Participant deferral / active EE | $4,394 | $6,447-31.8% | $5,638-22.1% | $6,401-31.4% |
| Admin fee / account holder | $869 | $18,096-95.2% | $14,679-94.1% | $11,431-92.4% |