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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 | $47,054 | $167,352-71.9% | $143,788-67.3% | $134,509-65.0% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -6.65% | 0.47%-7.1pp | -0.03%-6.6pp | 418.13%-424.8pp |
| Employer contribution / active EE | $1,846 | $5,620-67.1% | $4,952-62.7% | $4,741-61.1% |
| Participant deferral / active EE | $5,149 | $6,447-20.1% | $5,638-8.7% | $6,400-19.5% |
| Admin fee / account holder | $858 | $18,091-95.3% | $14,675-94.2% | $11,427-92.5% |