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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 | $83,330 | $90,590-8.0% | $90,782-8.2% | $135,380-38.4% |
| Participation rate | 94.4% | 83.7%+10.7pp | 82.7%+11.8pp | 82.6%+11.8pp |
| Annual return | -5.91% | -3.40%-2.5pp | -3.42%-2.5pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,145 | $4,352-50.7% | $4,105-47.8% | $4,779-55.1% |
| Participant deferral / active EE | $5,220 | $5,407-3.4% | $5,366-2.7% | $5,609-6.9% |
| Admin fee / account holder | $19,889 | $7,683+158.9% | $5,908+236.7% | $10,828+83.7% |