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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 | $38,706 | $167,362-76.9% | $143,799-73.1% | $134,532-71.2% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -9.62% | 0.47%-10.1pp | -0.04%-9.6pp | 418.27%-427.9pp |
| Employer contribution / active EE | $2,399 | $5,620-57.3% | $4,952-51.6% | $4,741-49.4% |
| Participant deferral / active EE | $5,600 | $6,447-13.1% | $5,638-0.7% | $6,401-12.5% |
| Admin fee / account holder | $83,634 | $18,094+362.2% | $14,677+469.8% | $11,429+631.8% |