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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 | $55,648 | $167,352-66.7% | $143,788-61.3% | $134,509-58.6% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -18.34% | 0.47%-18.8pp | -0.03%-18.3pp | 418.13%-436.5pp |
| Employer contribution / active EE | $2,287 | $5,620-59.3% | $4,952-53.8% | $4,741-51.8% |
| Participant deferral / active EE | $4,535 | $6,447-29.7% | $5,638-19.6% | $6,400-29.1% |
| Admin fee / account holder | $5,256 | $18,091-70.9% | $14,675-64.2% | $11,427-54.0% |