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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 | $47,080 | $167,353-71.9% | $143,797-67.3% | $134,545-65.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.14% | 0.48%-15.6pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $2,140 | $5,620-61.9% | $4,952-56.8% | $4,742-54.9% |
| Participant deferral / active EE | $3,559 | $6,447-44.8% | $5,638-36.9% | $6,401-44.4% |
| Admin fee / account holder | $75,577 | $18,096+317.7% | $14,679+414.9% | $11,431+561.2% |