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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 | $100,696 | $167,353-39.8% | $143,797-30.0% | $134,545-25.2% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -17.14% | 0.48%-17.6pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,580 | $5,620-71.9% | $4,952-68.1% | $4,742-66.7% |
| Participant deferral / active EE | $5,372 | $6,447-16.7% | $5,638-4.7% | $6,401-16.1% |
| Admin fee / account holder | $552 | $18,096-96.9% | $14,679-96.2% | $11,431-95.2% |