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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 | $67,023 | $142,409-52.9% | $119,634-44.0% | $134,545-50.2% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -19.73% | -12.46%-7.3pp | -14.98%-4.8pp | 418.37%-438.1pp |
| Employer contribution / active EE | $6,483 | $5,224+24.1% | $4,232+53.2% | $4,742+36.7% |
| Participant deferral / active EE | $11,529 | $6,468+78.2% | $5,601+105.8% | $6,401+80.1% |
| Admin fee / account holder | $15,639 | $13,594+15.0% | $10,329+51.4% | $11,431+36.8% |