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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 | $88,786 | $167,353-46.9% | $143,797-38.3% | $134,545-34.0% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -14.97% | 0.48%-15.4pp | -0.04%-14.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $3,378 | $5,620-39.9% | $4,952-31.8% | $4,742-28.8% |
| Participant deferral / active EE | $7,658 | $6,447+18.8% | $5,638+35.8% | $6,401+19.6% |
| Admin fee / account holder | $3,080 | $18,096-83.0% | $14,679-79.0% | $11,431-73.1% |