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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 | $62,457 | $167,353-62.7% | $143,797-56.6% | $134,545-53.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -7.53% | 0.48%-8.0pp | -0.04%-7.5pp | 418.37%-425.9pp |
| Employer contribution / active EE | $3,557 | $5,620-36.7% | $4,952-28.2% | $4,742-25.0% |
| Participant deferral / active EE | $3,727 | $6,447-42.2% | $5,638-33.9% | $6,401-41.8% |
| Admin fee / account holder | $90,574 | $18,096+400.5% | $14,679+517.0% | $11,431+692.4% |