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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 | $60,918 | $95,867-36.5% | $79,551-23.4% | $134,493-54.7% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | -18.80% | -2.73%-16.1pp | 0.14%-18.9pp | 418.01%-436.8pp |
| Employer contribution / active EE | $5,317 | $3,128+70.0% | $2,413+120.4% | $4,740+12.2% |
| Participant deferral / active EE | $3,715 | $4,692-20.8% | $3,985-6.8% | $6,400-42.0% |
| Admin fee / account holder | $2,046 | $9,127-77.6% | $6,833-70.1% | $11,425-82.1% |