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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 | $102,788 | $167,353-38.6% | $143,797-28.5% | $134,545-23.6% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -6.10% | 0.48%-6.6pp | -0.04%-6.1pp | 418.37%-424.5pp |
| Employer contribution / active EE | $6,111 | $5,620+8.7% | $4,952+23.4% | $4,742+28.9% |
| Participant deferral / active EE | $7,695 | $6,447+19.4% | $5,638+36.5% | $6,401+20.2% |
| Admin fee / account holder | $8,588 | $18,096-52.5% | $14,679-41.5% | $11,431-24.9% |