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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 | $52,222 | $167,353-68.8% | $143,797-63.7% | $134,545-61.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.36% | 0.48%-14.8pp | -0.04%-14.3pp | 418.37%-432.7pp |
| Employer contribution / active EE | $4,024 | $5,620-28.4% | $4,952-18.8% | $4,742-15.1% |
| Participant deferral / active EE | $3,657 | $6,447-43.3% | $5,638-35.1% | $6,401-42.9% |
| Admin fee / account holder | $3,844 | $18,096-78.8% | $14,679-73.8% | $11,431-66.4% |