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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 | $19,079 | $167,353-88.6% | $143,797-86.7% | $134,545-85.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.77% | 0.48%-17.2pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,174 | $5,620-61.3% | $4,952-56.1% | $4,742-54.1% |
| Participant deferral / active EE | $3,790 | $6,447-41.2% | $5,638-32.8% | $6,401-40.8% |
| Admin fee / account holder | $815 | $18,096-95.5% | $14,679-94.4% | $11,431-92.9% |