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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 | $117,912 | $167,362-29.5% | $143,799-18.0% | $134,532-12.4% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -19.59% | 0.47%-20.1pp | -0.04%-19.5pp | 418.27%-437.9pp |
| Employer contribution / active EE | $3,188 | $5,620-43.3% | $4,952-35.6% | $4,741-32.8% |
| Participant deferral / active EE | $4,765 | $6,447-26.1% | $5,638-15.5% | $6,401-25.6% |
| Admin fee / account holder | $5,597 | $18,094-69.1% | $14,677-61.9% | $11,429-51.0% |