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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 | $69,544 | $167,353-58.4% | $143,797-51.6% | $134,545-48.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.98% | 0.48%-18.5pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $8,205 | $5,620+46.0% | $4,952+65.7% | $4,742+73.0% |
| Participant deferral / active EE | $5,433 | $6,447-15.7% | $5,638-3.6% | $6,401-15.1% |
| Admin fee / account holder | $11,891 | $18,096-34.3% | $14,679-19.0% | $11,431+4.0% |