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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 | $73,390 | $167,353-56.1% | $143,797-49.0% | $134,545-45.5% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -15.03% | 0.48%-15.5pp | -0.04%-15.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $2,507 | $5,620-55.4% | $4,952-49.4% | $4,742-47.1% |
| Participant deferral / active EE | $4,173 | $6,447-35.3% | $5,638-26.0% | $6,401-34.8% |
| Admin fee / account holder | $479 | $18,096-97.4% | $14,679-96.7% | $11,431-95.8% |