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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 | $77,588 | $167,362-53.6% | $143,799-46.0% | $134,532-42.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -19.72% | 0.47%-20.2pp | -0.04%-19.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $2,729 | $5,620-51.4% | $4,952-44.9% | $4,741-42.4% |
| Participant deferral / active EE | $5,624 | $6,447-12.8% | $5,638-0.3% | $6,401-12.1% |
| Admin fee / account holder | $1,488 | $18,094-91.8% | $14,677-89.9% | $11,429-87.0% |