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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 | $50,508 | $167,362-69.8% | $143,799-64.9% | $134,532-62.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.76% | 0.47%-16.2pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $3,194 | $5,620-43.2% | $4,952-35.5% | $4,741-32.6% |
| Participant deferral / active EE | $5,521 | $6,447-14.4% | $5,638-2.1% | $6,401-13.7% |
| Admin fee / account holder | $1,259 | $18,094-93.0% | $14,677-91.4% | $11,429-89.0% |