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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 | $144,468 | $167,353-13.7% | $143,797+0.5% | $134,545+7.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -13.44% | 0.48%-13.9pp | -0.04%-13.4pp | 418.37%-431.8pp |
| Employer contribution / active EE | $1,823 | $5,620-67.6% | $4,952-63.2% | $4,742-61.6% |
| Participant deferral / active EE | $7,029 | $6,447+9.0% | $5,638+24.7% | $6,401+9.8% |
| Admin fee / account holder | $6,871 | $18,096-62.0% | $14,679-53.2% | $11,431-39.9% |