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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 | $55,861 | $167,352-66.6% | $143,788-61.2% | $134,509-58.5% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -15.41% | 0.47%-15.9pp | -0.03%-15.4pp | 418.13%-433.5pp |
| Employer contribution / active EE | $3,474 | $5,620-38.2% | $4,952-29.8% | $4,741-26.7% |
| Participant deferral / active EE | $12,029 | $6,447+86.6% | $5,638+113.4% | $6,400+87.9% |
| Admin fee / account holder | $9,723 | $18,091-46.3% | $14,675-33.7% | $11,427-14.9% |