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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 | $96,771 | $167,353-42.2% | $143,797-32.7% | $134,545-28.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.24% | 0.48%-17.7pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,032 | $5,620-63.9% | $4,952-59.0% | $4,742-57.2% |
| Participant deferral / active EE | $4,620 | $6,447-28.3% | $5,638-18.1% | $6,401-27.8% |
| Admin fee / account holder | $2,613 | $18,096-85.6% | $14,679-82.2% | $11,431-77.1% |