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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 | $55,000 | $167,362-67.1% | $143,799-61.8% | $134,532-59.1% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -19.56% | 0.47%-20.0pp | -0.04%-19.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,764 | $5,620-68.6% | $4,952-64.4% | $4,741-62.8% |
| Participant deferral / active EE | $2,879 | $6,447-55.4% | $5,638-48.9% | $6,401-55.0% |
| Admin fee / account holder | $4,267 | $18,094-76.4% | $14,677-70.9% | $11,429-62.7% |