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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 | $131,882 | $167,362-21.2% | $143,799-8.3% | $134,532-2.0% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -17.83% | 0.47%-18.3pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $7,618 | $5,620+35.5% | $4,952+53.8% | $4,741+60.7% |
| Participant deferral / active EE | $4,754 | $6,447-26.3% | $5,638-15.7% | $6,401-25.7% |
| Admin fee / account holder | $357 | $18,094-98.0% | $14,677-97.6% | $11,429-96.9% |