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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 | $44,063 | $167,362-73.7% | $143,799-69.4% | $134,532-67.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.10% | 0.47%-14.6pp | -0.04%-14.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $24,477 | $5,620+335.5% | $4,952+394.3% | $4,741+416.3% |
| Participant deferral / active EE | $12,442 | $6,447+93.0% | $5,638+120.7% | $6,401+94.4% |
| Admin fee / account holder | $11,867 | $18,094-34.4% | $14,677-19.1% | $11,429+3.8% |