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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 | $59,636 | $167,353-64.4% | $143,797-58.5% | $134,545-55.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -14.00% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $2,216 | $5,620-60.6% | $4,952-55.3% | $4,742-53.3% |
| Participant deferral / active EE | $4,261 | $6,447-33.9% | $5,638-24.4% | $6,401-33.4% |
| Admin fee / account holder | $2,463 | $18,096-86.4% | $14,679-83.2% | $11,431-78.5% |