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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 | $94,236 | $167,353-43.7% | $143,797-34.5% | $134,545-30.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -13.89% | 0.48%-14.4pp | -0.04%-13.9pp | 418.37%-432.3pp |
| Employer contribution / active EE | $1,366 | $5,620-75.7% | $4,952-72.4% | $4,742-71.2% |
| Participant deferral / active EE | $5,543 | $6,447-14.0% | $5,638-1.7% | $6,401-13.4% |
| Admin fee / account holder | $15,986 | $18,096-11.7% | $14,679+8.9% | $11,431+39.9% |