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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 | $48,327 | $167,362-71.1% | $143,799-66.4% | $134,532-64.1% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -16.52% | 0.47%-17.0pp | -0.04%-16.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,418 | $5,620-74.8% | $4,952-71.4% | $4,741-70.1% |
| Participant deferral / active EE | $5,263 | $6,447-18.4% | $5,638-6.7% | $6,401-17.8% |
| Admin fee / account holder | $1,685 | $18,094-90.7% | $14,677-88.5% | $11,429-85.3% |