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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 | $62,279 | $167,352-62.8% | $143,788-56.7% | $134,509-53.7% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -11.99% | 0.47%-12.5pp | -0.03%-12.0pp | 418.13%-430.1pp |
| Employer contribution / active EE | $2,378 | $5,620-57.7% | $4,952-52.0% | $4,741-49.8% |
| Participant deferral / active EE | $3,082 | $6,447-52.2% | $5,638-45.3% | $6,400-51.9% |
| Admin fee / account holder | $56,504 | $18,091+212.3% | $14,675+285.0% | $11,427+394.5% |