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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 | $167,353-67.1% | $143,797-61.7% | $134,545-59.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.62% | 0.48%-18.1pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $9,481 | $5,620+68.7% | $4,952+91.4% | $4,742+99.9% |
| Participant deferral / active EE | $4,977 | $6,447-22.8% | $5,638-11.7% | $6,401-22.3% |
| Admin fee / account holder | $3,592 | $18,096-80.2% | $14,679-75.5% | $11,431-68.6% |