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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 | $53,326 | $167,353-68.1% | $143,797-62.9% | $134,545-60.4% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -18.10% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,293 | $5,620-59.2% | $4,952-53.7% | $4,742-51.6% |
| Participant deferral / active EE | $3,723 | $6,447-42.2% | $5,638-34.0% | $6,401-41.8% |
| Admin fee / account holder | $2,860 | $18,096-84.2% | $14,679-80.5% | $11,431-75.0% |