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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 | $85,325 | $167,353-49.0% | $143,797-40.7% | $134,545-36.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -16.14% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,614 | $5,620-71.3% | $4,952-67.4% | $4,742-66.0% |
| Participant deferral / active EE | $3,942 | $6,447-38.9% | $5,638-30.1% | $6,401-38.4% |
| Admin fee / account holder | $4,350 | $18,096-76.0% | $14,679-70.4% | $11,431-61.9% |