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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 | $57,902 | $167,362-65.4% | $143,799-59.7% | $134,532-57.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -18.45% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $5,317 | $5,620-5.4% | $4,952+7.4% | $4,741+12.2% |
| Participant deferral / active EE | $5,508 | $6,447-14.6% | $5,638-2.3% | $6,401-14.0% |
| Admin fee / account holder | $69,512 | $18,094+284.2% | $14,677+373.6% | $11,429+508.2% |