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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 | $89,197 | $167,353-46.7% | $143,797-38.0% | $134,545-33.7% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -15.96% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,841 | $5,620-67.2% | $4,952-62.8% | $4,742-61.2% |
| Participant deferral / active EE | $4,824 | $6,447-25.2% | $5,638-14.4% | $6,401-24.6% |
| Admin fee / account holder | $4,912 | $18,096-72.9% | $14,679-66.5% | $11,431-57.0% |