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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 | $65,497 | $95,917-31.7% | $79,583-17.7% | $134,545-51.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -14.55% | -2.70%-11.8pp | 0.16%-14.7pp | 418.37%-432.9pp |
| Employer contribution / active EE | $2,208 | $3,129-29.4% | $2,414-8.5% | $4,742-53.4% |
| Participant deferral / active EE | $4,566 | $4,694-2.7% | $3,986+14.6% | $6,401-28.7% |
| Admin fee / account holder | $1,621 | $9,132-82.2% | $6,835-76.3% | $11,431-85.8% |