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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 | $78,870 | $167,352-52.9% | $143,788-45.1% | $134,509-41.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.15% | 0.47%-18.6pp | -0.03%-18.1pp | 418.13%-436.3pp |
| Employer contribution / active EE | $2,711 | $5,620-51.8% | $4,952-45.2% | $4,741-42.8% |
| Participant deferral / active EE | $4,303 | $6,447-33.3% | $5,638-23.7% | $6,400-32.8% |
| Admin fee / account holder | $375 | $18,091-97.9% | $14,675-97.4% | $11,427-96.7% |