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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 | $27,005 | $167,362-83.9% | $143,799-81.2% | $134,532-79.9% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -15.10% | 0.47%-15.6pp | -0.04%-15.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $2,004 | $5,620-64.4% | $4,952-59.5% | $4,741-57.7% |
| Participant deferral / active EE | $4,179 | $6,447-35.2% | $5,638-25.9% | $6,401-34.7% |
| Admin fee / account holder | $12,989 | $18,094-28.2% | $14,677-11.5% | $11,429+13.7% |