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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 | $84,114 | $167,353-49.7% | $143,797-41.5% | $134,545-37.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.37% | 0.48%-18.8pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $1,675 | $5,620-70.2% | $4,952-66.2% | $4,742-64.7% |
| Participant deferral / active EE | $2,648 | $6,447-58.9% | $5,638-53.0% | $6,401-58.6% |
| Admin fee / account holder | $5,066 | $18,096-72.0% | $14,679-65.5% | $11,431-55.7% |