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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 | $95,285 | $167,353-43.1% | $143,797-33.7% | $134,545-29.2% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -11.35% | 0.48%-11.8pp | -0.04%-11.3pp | 418.37%-429.7pp |
| Employer contribution / active EE | $3,940 | $5,620-29.9% | $4,952-20.4% | $4,742-16.9% |
| Participant deferral / active EE | $3,526 | $6,447-45.3% | $5,638-37.5% | $6,401-44.9% |
| Admin fee / account holder | $39,946 | $18,096+120.7% | $14,679+172.1% | $11,431+249.5% |