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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 | $64,735 | $167,362-61.3% | $143,799-55.0% | $134,532-51.9% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -16.38% | 0.47%-16.9pp | -0.04%-16.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,374 | $5,620-57.8% | $4,952-52.1% | $4,741-49.9% |
| Participant deferral / active EE | $5,723 | $6,447-11.2% | $5,638+1.5% | $6,401-10.6% |
| Admin fee / account holder | $2,459 | $18,094-86.4% | $14,677-83.2% | $11,429-78.5% |