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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 | $30,977 | $167,353-81.5% | $143,797-78.5% | $134,545-77.0% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -15.25% | 0.48%-15.7pp | -0.04%-15.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $2,564 | $5,620-54.4% | $4,952-48.2% | $4,742-45.9% |
| Participant deferral / active EE | $9,244 | $6,447+43.4% | $5,638+64.0% | $6,401+44.4% |
| Admin fee / account holder | $15,683 | $18,096-13.3% | $14,679+6.8% | $11,431+37.2% |