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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 | $29,214 | $167,362-82.5% | $143,799-79.7% | $134,532-78.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -17.13% | 0.47%-17.6pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $4,765 | $5,620-15.2% | $4,952-3.8% | $4,741+0.5% |
| Participant deferral / active EE | $12,026 | $6,447+86.5% | $5,638+113.3% | $6,401+87.9% |
| Admin fee / account holder | $4,736 | $18,094-73.8% | $14,677-67.7% | $11,429-58.6% |