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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 | $59,770 | $95,917-37.7% | $79,583-24.9% | $134,545-55.6% |
| Participation rate | 94.1% | 75.0%+19.1pp | 69.5%+24.6pp | 81.2%+12.9pp |
| Annual return | -16.56% | -2.70%-13.9pp | 0.16%-16.7pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,052 | $3,129-34.4% | $2,414-15.0% | $4,742-56.7% |
| Participant deferral / active EE | $2,274 | $4,694-51.6% | $3,986-43.0% | $6,401-64.5% |
| Admin fee / account holder | $2,939 | $9,132-67.8% | $6,835-57.0% | $11,431-74.3% |