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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 | $54,878 | $131,835-58.4% | $108,582-49.5% | $273,972-80.0% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,269 | $4,913-33.4% | $3,758-13.0% | $4,869-32.8% |
| Participant deferral / active EE | $7,635 | $5,127+48.9% | $4,311+77.1% | $5,287+44.4% |
| Admin fee / account holder | $718 | $10,253-93.0% | $7,645-90.6% | $10,133-92.9% |