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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 | $110,801 | $147,167-24.7% | $111,392-0.5% | $135,380-18.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 78.9%-3.9pp | 82.6%-7.6pp |
| Annual return | -7.52% | -4.44%-3.1pp | -2.06%-5.5pp | 519.81%-527.3pp |
| Employer contribution / active EE | $4,319 | $5,204-17.0% | $4,328-0.2% | $4,779-9.6% |
| Participant deferral / active EE | $9,112 | $6,565+38.8% | $5,567+63.7% | $5,609+62.5% |
| Admin fee / account holder | $411 | $20,270-98.0% | $12,266-96.6% | $10,828-96.2% |