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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 | $44,093 | $167,352-73.7% | $143,788-69.3% | $134,509-67.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.54% | 0.47%-20.0pp | -0.03%-19.5pp | 418.13%-437.7pp |
| Employer contribution / active EE | $3,246 | $5,620-42.2% | $4,952-34.4% | $4,741-31.5% |
| Participant deferral / active EE | $7,754 | $6,447+20.3% | $5,638+37.5% | $6,400+21.1% |
| Admin fee / account holder | $9,529 | $18,091-47.3% | $14,675-35.1% | $11,427-16.6% |