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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 | $48,704 | $167,362-70.9% | $143,799-66.1% | $134,532-63.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -11.64% | 0.47%-12.1pp | -0.04%-11.6pp | 418.27%-429.9pp |
| Employer contribution / active EE | $2,180 | $5,620-61.2% | $4,952-56.0% | $4,741-54.0% |
| Participant deferral / active EE | $5,945 | $6,447-7.8% | $5,638+5.4% | $6,401-7.1% |
| Admin fee / account holder | $5,328 | $18,094-70.6% | $14,677-63.7% | $11,429-53.4% |