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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 | $167,323-62.7% | $143,770-56.6% | $134,493-53.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -7.53% | 0.47%-8.0pp | -0.04%-7.5pp | 418.01%-425.5pp |
| Employer contribution / active EE | $3,557 | $5,619-36.7% | $4,951-28.2% | $4,740-25.0% |
| Participant deferral / active EE | $3,727 | $6,446-42.2% | $5,638-33.9% | $6,400-41.8% |
| Admin fee / account holder | $90,574 | $18,088+400.7% | $14,673+517.3% | $11,425+692.8% |