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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 | $41,336 | $167,362-75.3% | $143,799-71.3% | $134,532-69.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.51% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $4,295 | $5,620-23.6% | $4,952-13.3% | $4,741-9.4% |
| Participant deferral / active EE | $7,278 | $6,447+12.9% | $5,638+29.1% | $6,401+13.7% |
| Admin fee / account holder | $3,845 | $18,094-78.7% | $14,677-73.8% | $11,429-66.4% |