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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 | $40,087 | $167,362-76.0% | $143,799-72.1% | $134,532-70.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -7.17% | 0.47%-7.6pp | -0.04%-7.1pp | 418.27%-425.4pp |
| Employer contribution / active EE | $2,320 | $5,620-58.7% | $4,952-53.2% | $4,741-51.1% |
| Participant deferral / active EE | $6,682 | $6,447+3.6% | $5,638+18.5% | $6,401+4.4% |
| Admin fee / account holder | $13,354 | $18,094-26.2% | $14,677-9.0% | $11,429+16.8% |