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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 | $76,078 | $97,027-21.6% | $83,323-8.7% | $135,382-43.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -5.67% | 12.31%-18.0pp | 10.63%-16.3pp | 519.77%-525.4pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,069 | $5,964+18.5% | $5,565+27.0% | $5,609+26.0% |
| Admin fee / account holder | $13,090 | $8,427+55.3% | $7,539+73.6% | $10,829+20.9% |