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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 | $97,097 | $167,353-42.0% | $143,797-32.5% | $134,545-27.8% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -11.78% | 0.48%-12.3pp | -0.04%-11.7pp | 418.37%-430.1pp |
| Employer contribution / active EE | $12,410 | $5,620+120.8% | $4,952+150.6% | $4,742+161.7% |
| Participant deferral / active EE | $7,214 | $6,447+11.9% | $5,638+27.9% | $6,401+12.7% |
| Admin fee / account holder | $5,398 | $18,096-70.2% | $14,679-63.2% | $11,431-52.8% |