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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 | $63,615 | $95,917-33.7% | $79,583-20.1% | $134,545-52.7% |
| Participation rate | 95.0% | 75.0%+20.0pp | 69.5%+25.5pp | 81.2%+13.8pp |
| Annual return | -17.76% | -2.70%-15.1pp | 0.16%-17.9pp | 418.37%-436.1pp |
| Employer contribution / active EE | $3,189 | $3,129+1.9% | $2,414+32.1% | $4,742-32.7% |
| Participant deferral / active EE | $4,659 | $4,694-0.7% | $3,986+16.9% | $6,401-27.2% |
| Admin fee / account holder | $8,807 | $9,132-3.6% | $6,835+28.8% | $11,431-23.0% |