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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 | $82,729 | $167,353-50.6% | $143,797-42.5% | $134,545-38.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -19.72% | 0.48%-20.2pp | -0.04%-19.7pp | 418.37%-438.1pp |
| Employer contribution / active EE | $1,771 | $5,620-68.5% | $4,952-64.2% | $4,742-62.7% |
| Participant deferral / active EE | $3,988 | $6,447-38.1% | $5,638-29.3% | $6,401-37.7% |
| Admin fee / account holder | $571 | $18,096-96.8% | $14,679-96.1% | $11,431-95.0% |