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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 | $39,122 | $167,352-76.6% | $143,788-72.8% | $134,509-70.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.70% | 0.47%-15.2pp | -0.03%-14.7pp | 418.13%-432.8pp |
| Employer contribution / active EE | $4,788 | $5,620-14.8% | $4,952-3.3% | $4,741+1.0% |
| Participant deferral / active EE | $5,174 | $6,447-19.8% | $5,638-8.2% | $6,400-19.2% |
| Admin fee / account holder | $17,815 | $18,091-1.5% | $14,675+21.4% | $11,427+55.9% |