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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 | $83,456 | $167,352-50.1% | $143,788-42.0% | $134,509-38.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.06% | 0.47%-17.5pp | -0.03%-17.0pp | 418.13%-435.2pp |
| Employer contribution / active EE | $2,135 | $5,620-62.0% | $4,952-56.9% | $4,741-55.0% |
| Participant deferral / active EE | $5,166 | $6,447-19.9% | $5,638-8.4% | $6,400-19.3% |
| Admin fee / account holder | $8,299 | $18,091-54.1% | $14,675-43.4% | $11,427-27.4% |