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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 | $18,636 | $167,353-88.9% | $143,797-87.0% | $134,545-86.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -16.10% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,619 | $5,620-71.2% | $4,952-67.3% | $4,742-65.9% |
| Participant deferral / active EE | $6,615 | $6,447+2.6% | $5,638+17.3% | $6,401+3.3% |
| Admin fee / account holder | $13,688 | $18,096-24.4% | $14,679-6.8% | $11,431+19.7% |