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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 | $56,011 | $167,362-66.5% | $143,799-61.0% | $134,532-58.4% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -18.53% | 0.47%-19.0pp | -0.04%-18.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,350 | $5,620-40.4% | $4,952-32.3% | $4,741-29.3% |
| Participant deferral / active EE | $7,343 | $6,447+13.9% | $5,638+30.2% | $6,401+14.7% |
| Admin fee / account holder | $12,372 | $18,094-31.6% | $14,677-15.7% | $11,429+8.3% |