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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 | $39,946 | $167,353-76.1% | $143,797-72.2% | $134,545-70.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.45% | 0.48%-19.9pp | -0.04%-19.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,527 | $5,620-72.8% | $4,952-69.2% | $4,742-67.8% |
| Participant deferral / active EE | $5,643 | $6,447-12.5% | $5,638+0.1% | $6,401-11.8% |
| Admin fee / account holder | $1,071 | $18,096-94.1% | $14,679-92.7% | $11,431-90.6% |