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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 | $55,594 | $167,323-66.8% | $143,770-61.3% | $134,493-58.7% |
| Participation rate | 79.2% | 84.8%-5.6pp | 80.3%-1.1pp | 81.2%-2.1pp |
| Annual return | -19.05% | 0.47%-19.5pp | -0.04%-19.0pp | 418.01%-437.1pp |
| Employer contribution / active EE | $6,773 | $5,619+20.5% | $4,951+36.8% | $4,740+42.9% |
| Participant deferral / active EE | $7,693 | $6,446+19.3% | $5,638+36.5% | $6,400+20.2% |
| Admin fee / account holder | $915 | $18,088-94.9% | $14,673-93.8% | $11,425-92.0% |