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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 | $93,687 | $167,353-44.0% | $143,797-34.8% | $134,545-30.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -8.21% | 0.48%-8.7pp | -0.04%-8.2pp | 418.37%-426.6pp |
| Employer contribution / active EE | $1,743 | $5,620-69.0% | $4,952-64.8% | $4,742-63.2% |
| Participant deferral / active EE | $4,720 | $6,447-26.8% | $5,638-16.3% | $6,401-26.3% |
| Admin fee / account holder | $2,556 | $18,096-85.9% | $14,679-82.6% | $11,431-77.6% |