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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 | $45,643 | $167,362-72.7% | $143,799-68.3% | $134,532-66.1% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -18.07% | 0.47%-18.5pp | -0.04%-18.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $2,396 | $5,620-57.4% | $4,952-51.6% | $4,741-49.5% |
| Participant deferral / active EE | $4,972 | $6,447-22.9% | $5,638-11.8% | $6,401-22.3% |
| Admin fee / account holder | $653 | $18,094-96.4% | $14,677-95.6% | $11,429-94.3% |