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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 | $85,486 | $167,352-48.9% | $143,788-40.5% | $134,509-36.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.44% | 0.47%-16.9pp | -0.03%-16.4pp | 418.13%-434.6pp |
| Employer contribution / active EE | $2,350 | $5,620-58.2% | $4,952-52.5% | $4,741-50.4% |
| Participant deferral / active EE | $5,054 | $6,447-21.6% | $5,638-10.4% | $6,400-21.0% |
| Admin fee / account holder | $36,256 | $18,091+100.4% | $14,675+147.1% | $11,427+217.3% |