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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 | $66,735 | $167,352-60.1% | $143,788-53.6% | $134,509-50.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -18.43% | 0.47%-18.9pp | -0.03%-18.4pp | 418.13%-436.6pp |
| Employer contribution / active EE | $3,688 | $5,620-34.4% | $4,952-25.5% | $4,741-22.2% |
| Participant deferral / active EE | $8,507 | $6,447+32.0% | $5,638+50.9% | $6,400+32.9% |
| Admin fee / account holder | $6,184 | $18,091-65.8% | $14,675-57.9% | $11,427-45.9% |