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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 | $71,680 | $167,362-57.2% | $143,799-50.2% | $134,532-46.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.33% | 0.47%-16.8pp | -0.04%-16.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,576 | $5,620-54.2% | $4,952-48.0% | $4,741-45.7% |
| Participant deferral / active EE | $5,439 | $6,447-15.6% | $5,638-3.5% | $6,401-15.0% |
| Admin fee / account holder | $1,528 | $18,094-91.6% | $14,677-89.6% | $11,429-86.6% |