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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 | $55,110 | $167,323-67.1% | $143,770-61.7% | $134,493-59.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.62% | 0.47%-18.1pp | -0.04%-17.6pp | 418.01%-435.6pp |
| Employer contribution / active EE | $9,481 | $5,619+68.7% | $4,951+91.5% | $4,740+100.0% |
| Participant deferral / active EE | $4,977 | $6,446-22.8% | $5,638-11.7% | $6,400-22.2% |
| Admin fee / account holder | $3,592 | $18,088-80.1% | $14,673-75.5% | $11,425-68.6% |