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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 | $28,610 | $167,353-82.9% | $143,797-80.1% | $134,545-78.7% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -16.61% | 0.48%-17.1pp | -0.04%-16.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,592 | $5,620-53.9% | $4,952-47.7% | $4,742-45.3% |
| Participant deferral / active EE | $4,271 | $6,447-33.8% | $5,638-24.3% | $6,401-33.3% |
| Admin fee / account holder | $1,486 | $18,096-91.8% | $14,679-89.9% | $11,431-87.0% |