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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 | $89,713 | $167,353-46.4% | $143,797-37.6% | $134,545-33.3% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -15.97% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,236 | $5,620-78.0% | $4,952-75.0% | $4,742-73.9% |
| Participant deferral / active EE | $6,091 | $6,447-5.5% | $5,638+8.0% | $6,401-4.8% |
| Admin fee / account holder | $1,394 | $18,096-92.3% | $14,679-90.5% | $11,431-87.8% |