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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 | $107,693 | $167,352-35.6% | $143,788-25.1% | $134,509-19.9% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -18.37% | 0.47%-18.8pp | -0.03%-18.3pp | 418.13%-436.5pp |
| Employer contribution / active EE | $2,452 | $5,620-56.4% | $4,952-50.5% | $4,741-48.3% |
| Participant deferral / active EE | $3,338 | $6,447-48.2% | $5,638-40.8% | $6,400-47.9% |
| Admin fee / account holder | $1,519 | $18,091-91.6% | $14,675-89.6% | $11,427-86.7% |