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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 | $80,950 | $167,353-51.6% | $143,797-43.7% | $134,545-39.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.01% | 0.48%-17.5pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $3,374 | $5,620-40.0% | $4,952-31.9% | $4,742-28.8% |
| Participant deferral / active EE | $7,208 | $6,447+11.8% | $5,638+27.8% | $6,401+12.6% |
| Admin fee / account holder | $2,411 | $18,096-86.7% | $14,679-83.6% | $11,431-78.9% |