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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 | $42,785 | $167,362-74.4% | $143,799-70.2% | $134,532-68.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -8.71% | 0.47%-9.2pp | -0.04%-8.7pp | 418.27%-427.0pp |
| Employer contribution / active EE | $2,782 | $5,620-50.5% | $4,952-43.8% | $4,741-41.3% |
| Participant deferral / active EE | $4,592 | $6,447-28.8% | $5,638-18.6% | $6,401-28.3% |
| Admin fee / account holder | $5,155 | $18,094-71.5% | $14,677-64.9% | $11,429-54.9% |