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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 | $76,109 | $167,352-54.5% | $143,788-47.1% | $134,509-43.4% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -16.64% | 0.47%-17.1pp | -0.03%-16.6pp | 418.13%-434.8pp |
| Employer contribution / active EE | $2,435 | $5,620-56.7% | $4,952-50.8% | $4,741-48.6% |
| Participant deferral / active EE | $7,841 | $6,447+21.6% | $5,638+39.1% | $6,400+22.5% |
| Admin fee / account holder | $2,966 | $18,091-83.6% | $14,675-79.8% | $11,427-74.0% |