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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 | $47,680 | $167,353-71.5% | $143,797-66.8% | $134,545-64.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -16.13% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $2,540 | $5,620-54.8% | $4,952-48.7% | $4,742-46.4% |
| Participant deferral / active EE | $7,282 | $6,447+12.9% | $5,638+29.1% | $6,401+13.8% |
| Admin fee / account holder | $7,523 | $18,096-58.4% | $14,679-48.8% | $11,431-34.2% |