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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 | $61,419 | $167,362-63.3% | $143,799-57.3% | $134,532-54.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -12.83% | 0.47%-13.3pp | -0.04%-12.8pp | 418.27%-431.1pp |
| Employer contribution / active EE | $1,644 | $5,620-70.8% | $4,952-66.8% | $4,741-65.3% |
| Participant deferral / active EE | $5,606 | $6,447-13.1% | $5,638-0.6% | $6,401-12.4% |
| Admin fee / account holder | $37,036 | $18,094+104.7% | $14,677+152.3% | $11,429+224.1% |