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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 | $88,339 | $167,353-47.2% | $143,797-38.6% | $134,545-34.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -17.43% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $3,929 | $5,620-30.1% | $4,952-20.7% | $4,742-17.1% |
| Participant deferral / active EE | $4,765 | $6,447-26.1% | $5,638-15.5% | $6,401-25.6% |
| Admin fee / account holder | $878 | $18,096-95.1% | $14,679-94.0% | $11,431-92.3% |