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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 | $37,230 | $167,353-77.8% | $143,797-74.1% | $134,545-72.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.93% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,636 | $5,620-70.9% | $4,952-67.0% | $4,742-65.5% |
| Participant deferral / active EE | $3,478 | $6,447-46.1% | $5,638-38.3% | $6,401-45.7% |
| Admin fee / account holder | $2,478 | $18,096-86.3% | $14,679-83.1% | $11,431-78.3% |