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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 | $123,847 | $167,362-26.0% | $143,799-13.9% | $134,532-7.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.28% | 0.47%-15.8pp | -0.04%-15.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,512 | $5,620-55.3% | $4,952-49.3% | $4,741-47.0% |
| Participant deferral / active EE | $4,763 | $6,447-26.1% | $5,638-15.5% | $6,401-25.6% |
| Admin fee / account holder | $2,047 | $18,094-88.7% | $14,677-86.1% | $11,429-82.1% |