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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 | $64,767 | $142,361-54.5% | $119,608-45.9% | $134,509-51.8% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -17.76% | -12.46%-5.3pp | -14.98%-2.8pp | 418.13%-435.9pp |
| Employer contribution / active EE | $3,415 | $5,224-34.6% | $4,232-19.3% | $4,741-28.0% |
| Participant deferral / active EE | $2,748 | $6,468-57.5% | $5,601-50.9% | $6,400-57.1% |
| Admin fee / account holder | $538 | $13,588-96.0% | $10,326-94.8% | $11,427-95.3% |