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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 | $98,109 | $211,946-53.7% | $169,452-42.1% | $135,380-27.5% |
| Participation rate | 82.6% | 82.6%0pp | 77.8%+4.8pp | 82.6%0pp |
| Annual return | -5.53% | 3.26%-8.8pp | 1.83%-7.4pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,155 | $5,117-57.9% | $4,157-48.2% | $4,779-54.9% |
| Participant deferral / active EE | $10,586 | $6,075+74.2% | $5,277+100.6% | $5,609+88.7% |
| Admin fee / account holder | $906 | $11,472-92.1% | $9,110-90.1% | $10,828-91.6% |