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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 | $70,558 | $167,362-57.8% | $143,799-50.9% | $134,532-47.6% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -16.66% | 0.47%-17.1pp | -0.04%-16.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,921 | $5,620-48.0% | $4,952-41.0% | $4,741-38.4% |
| Participant deferral / active EE | $5,819 | $6,447-9.8% | $5,638+3.2% | $6,401-9.1% |
| Admin fee / account holder | $962 | $18,094-94.7% | $14,677-93.4% | $11,429-91.6% |