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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 | $80,590 | $167,353-51.8% | $143,797-44.0% | $134,545-40.1% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -14.79% | 0.48%-15.3pp | -0.04%-14.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $6,648 | $5,620+18.3% | $4,952+34.2% | $4,742+40.2% |
| Participant deferral / active EE | $6,887 | $6,447+6.8% | $5,638+22.1% | $6,401+7.6% |
| Admin fee / account holder | $1,075 | $18,096-94.1% | $14,679-92.7% | $11,431-90.6% |