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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 | $18,777 | $167,352-88.8% | $143,788-86.9% | $134,509-86.0% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -17.37% | 0.47%-17.8pp | -0.03%-17.3pp | 418.13%-435.5pp |
| Employer contribution / active EE | $2,014 | $5,620-64.2% | $4,952-59.3% | $4,741-57.5% |
| Participant deferral / active EE | $4,094 | $6,447-36.5% | $5,638-27.4% | $6,400-36.0% |
| Admin fee / account holder | $2,690 | $18,091-85.1% | $14,675-81.7% | $11,427-76.5% |