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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 | $73,855 | $167,353-55.9% | $143,797-48.6% | $134,545-45.1% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -16.16% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $3,448 | $5,620-38.7% | $4,952-30.4% | $4,742-27.3% |
| Participant deferral / active EE | $3,780 | $6,447-41.4% | $5,638-33.0% | $6,401-40.9% |
| Admin fee / account holder | $426 | $18,096-97.6% | $14,679-97.1% | $11,431-96.3% |