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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 | $43,779 | $167,362-73.8% | $143,799-69.6% | $134,532-67.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.72% | 0.47%-18.2pp | -0.04%-17.7pp | 418.27%-436.0pp |
| Employer contribution / active EE | $10,268 | $5,620+82.7% | $4,952+107.4% | $4,741+116.6% |
| Participant deferral / active EE | $10,196 | $6,447+58.1% | $5,638+80.8% | $6,401+59.3% |
| Admin fee / account holder | $1,516 | $18,094-91.6% | $14,677-89.7% | $11,429-86.7% |