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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 | $214,488 | $167,353+28.2% | $143,797+49.2% | $134,545+59.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.11% | 0.48%-19.6pp | -0.04%-19.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,145 | $5,620-61.8% | $4,952-56.7% | $4,742-54.8% |
| Participant deferral / active EE | $5,640 | $6,447-12.5% | $5,6380% | $6,401-11.9% |
| Admin fee / account holder | $3,351 | $18,096-81.5% | $14,679-77.2% | $11,431-70.7% |