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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 | $115,558 | $167,362-31.0% | $143,799-19.6% | $134,532-14.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -11.04% | 0.47%-11.5pp | -0.04%-11.0pp | 418.27%-429.3pp |
| Employer contribution / active EE | $3,362 | $5,620-40.2% | $4,952-32.1% | $4,741-29.1% |
| Participant deferral / active EE | $9,285 | $6,447+44.0% | $5,638+64.7% | $6,401+45.1% |
| Admin fee / account holder | $1,389 | $18,094-92.3% | $14,677-90.5% | $11,429-87.8% |