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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 | $65,501 | $167,362-60.9% | $143,799-54.4% | $134,532-51.3% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -17.16% | 0.47%-17.6pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,146 | $5,620-61.8% | $4,952-56.7% | $4,741-54.7% |
| Participant deferral / active EE | $3,540 | $6,447-45.1% | $5,638-37.2% | $6,401-44.7% |
| Admin fee / account holder | $5,940 | $18,094-67.2% | $14,677-59.5% | $11,429-48.0% |