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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 | $125,708 | $167,352-24.9% | $143,788-12.6% | $134,509-6.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -9.52% | 0.47%-10.0pp | -0.03%-9.5pp | 418.13%-427.7pp |
| Employer contribution / active EE | $2,123 | $5,620-62.2% | $4,952-57.1% | $4,741-55.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,209 | $18,091-93.3% | $14,675-91.8% | $11,427-89.4% |