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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 | $61,252 | $167,362-63.4% | $143,799-57.4% | $134,532-54.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.09% | 0.47%-17.6pp | -0.04%-17.0pp | 418.27%-435.4pp |
| Employer contribution / active EE | $4,039 | $5,620-28.1% | $4,952-18.4% | $4,741-14.8% |
| Participant deferral / active EE | $5,069 | $6,447-21.4% | $5,638-10.1% | $6,401-20.8% |
| Admin fee / account holder | $1,098 | $18,094-93.9% | $14,677-92.5% | $11,429-90.4% |