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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 | $30,062 | $167,353-82.0% | $143,797-79.1% | $134,545-77.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.34% | 0.48%-19.8pp | -0.04%-19.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $2,807 | $5,620-50.1% | $4,952-43.3% | $4,742-40.8% |
| Participant deferral / active EE | $4,869 | $6,447-24.5% | $5,638-13.7% | $6,401-23.9% |
| Admin fee / account holder | $473 | $18,096-97.4% | $14,679-96.8% | $11,431-95.9% |