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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 | $36,023 | $167,362-78.5% | $143,799-74.9% | $134,532-73.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -13.10% | 0.47%-13.6pp | -0.04%-13.1pp | 418.27%-431.4pp |
| Employer contribution / active EE | $4,519 | $5,620-19.6% | $4,952-8.7% | $4,741-4.7% |
| Participant deferral / active EE | $6,386 | $6,447-0.9% | $5,638+13.3% | $6,401-0.2% |
| Admin fee / account holder | $17,879 | $18,094-1.2% | $14,677+21.8% | $11,429+56.4% |