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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 | $82,133 | $167,362-50.9% | $143,799-42.9% | $134,532-38.9% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -18.41% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $10,778 | $5,620+91.8% | $4,952+117.7% | $4,741+127.3% |
| Participant deferral / active EE | $7,102 | $6,447+10.1% | $5,638+26.0% | $6,401+10.9% |
| Admin fee / account holder | $2,948 | $18,094-83.7% | $14,677-79.9% | $11,429-74.2% |