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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 | $66,065 | $167,352-60.5% | $143,788-54.1% | $134,509-50.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -11.51% | 0.47%-12.0pp | -0.03%-11.5pp | 418.13%-429.6pp |
| Employer contribution / active EE | $3,663 | $5,620-34.8% | $4,952-26.0% | $4,741-22.7% |
| Participant deferral / active EE | $9,971 | $6,447+54.7% | $5,638+76.9% | $6,400+55.8% |
| Admin fee / account holder | $44,162 | $18,091+144.1% | $14,675+200.9% | $11,427+286.5% |