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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 | $56,690 | $167,353-66.1% | $143,797-60.6% | $134,545-57.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.13% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $6,089 | $5,620+8.3% | $4,952+23.0% | $4,742+28.4% |
| Participant deferral / active EE | $5,260 | $6,447-18.4% | $5,638-6.7% | $6,401-17.8% |
| Admin fee / account holder | $4,446 | $18,096-75.4% | $14,679-69.7% | $11,431-61.1% |