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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 | $46,828 | $167,362-72.0% | $143,799-67.4% | $134,532-65.2% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -16.83% | 0.47%-17.3pp | -0.04%-16.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,409 | $5,620-57.1% | $4,952-51.4% | $4,741-49.2% |
| Participant deferral / active EE | $4,033 | $6,447-37.5% | $5,638-28.5% | $6,401-37.0% |
| Admin fee / account holder | $682 | $18,094-96.2% | $14,677-95.4% | $11,429-94.0% |