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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 | $71,426 | $167,353-57.3% | $143,797-50.3% | $134,545-46.9% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -12.81% | 0.48%-13.3pp | -0.04%-12.8pp | 418.37%-431.2pp |
| Employer contribution / active EE | $1,996 | $5,620-64.5% | $4,952-59.7% | $4,742-57.9% |
| Participant deferral / active EE | $4,408 | $6,447-31.6% | $5,638-21.8% | $6,401-31.1% |
| Admin fee / account holder | $6,820 | $18,096-62.3% | $14,679-53.5% | $11,431-40.3% |