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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 | $55,806 | $167,353-66.7% | $143,797-61.2% | $134,545-58.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -18.23% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,904 | $5,620-66.1% | $4,952-61.6% | $4,742-59.8% |
| Participant deferral / active EE | $3,485 | $6,447-45.9% | $5,638-38.2% | $6,401-45.6% |
| Admin fee / account holder | $2,429 | $18,096-86.6% | $14,679-83.5% | $11,431-78.8% |