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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 | $92,637 | $167,353-44.6% | $143,797-35.6% | $134,545-31.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -16.98% | 0.48%-17.5pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,939 | $5,620-65.5% | $4,952-60.8% | $4,742-59.1% |
| Participant deferral / active EE | $4,671 | $6,447-27.5% | $5,638-17.2% | $6,401-27.0% |
| Admin fee / account holder | $502 | $18,096-97.2% | $14,679-96.6% | $11,431-95.6% |