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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 | $33,220 | $167,353-80.2% | $143,797-76.9% | $134,545-75.3% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -18.17% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $6,047 | $5,620+7.6% | $4,952+22.1% | $4,742+27.5% |
| Participant deferral / active EE | $3,951 | $6,447-38.7% | $5,638-29.9% | $6,401-38.3% |
| Admin fee / account holder | $3,348 | $18,096-81.5% | $14,679-77.2% | $11,431-70.7% |