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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 | $118,111 | $167,362-29.4% | $143,799-17.9% | $134,532-12.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.02% | 0.47%-17.5pp | -0.04%-17.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $7,367 | $5,620+31.1% | $4,952+48.8% | $4,741+55.4% |
| Participant deferral / active EE | $5,524 | $6,447-14.3% | $5,638-2.0% | $6,401-13.7% |
| Admin fee / account holder | $3,748 | $18,094-79.3% | $14,677-74.5% | $11,429-67.2% |