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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 | $60,834 | $167,353-63.6% | $143,797-57.7% | $134,545-54.8% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -15.24% | 0.48%-15.7pp | -0.04%-15.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $3,208 | $5,620-42.9% | $4,952-35.2% | $4,742-32.3% |
| Participant deferral / active EE | $5,549 | $6,447-13.9% | $5,638-1.6% | $6,401-13.3% |
| Admin fee / account holder | $9,957 | $18,096-45.0% | $14,679-32.2% | $11,431-12.9% |