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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 | $40,505 | $167,353-75.8% | $143,797-71.8% | $134,545-69.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -11.35% | 0.48%-11.8pp | -0.04%-11.3pp | 418.37%-429.7pp |
| Employer contribution / active EE | $2,364 | $5,620-57.9% | $4,952-52.3% | $4,742-50.1% |
| Participant deferral / active EE | $4,858 | $6,447-24.6% | $5,638-13.8% | $6,401-24.1% |
| Admin fee / account holder | $2,153 | $18,096-88.1% | $14,679-85.3% | $11,431-81.2% |