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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 | $32,109 | $167,353-80.8% | $143,797-77.7% | $134,545-76.1% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -19.18% | 0.48%-19.7pp | -0.04%-19.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,944 | $5,620-47.6% | $4,952-40.5% | $4,742-37.9% |
| Participant deferral / active EE | $7,121 | $6,447+10.4% | $5,638+26.3% | $6,401+11.2% |
| Admin fee / account holder | $3,934 | $18,096-78.3% | $14,679-73.2% | $11,431-65.6% |