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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 | $57,253 | $167,533-65.8% | $151,645-62.2% | $134,545-57.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -17.39% | 7.81%-25.2pp | 3.34%-20.7pp | 418.37%-435.8pp |
| Employer contribution / active EE | $5,092 | $6,828-25.4% | $6,165-17.4% | $4,742+7.4% |
| Participant deferral / active EE | $4,578 | $8,985-49.1% | $8,363-45.3% | $6,401-28.5% |
| Admin fee / account holder | $6,790 | $13,781-50.7% | $11,614-41.5% | $11,431-40.6% |