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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 | $137,419 | $167,533-18.0% | $151,645-9.4% | $134,545+2.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -16.90% | 7.81%-24.7pp | 3.34%-20.2pp | 418.37%-435.3pp |
| Employer contribution / active EE | $8,249 | $6,828+20.8% | $6,165+33.8% | $4,742+74.0% |
| Participant deferral / active EE | $11,547 | $8,985+28.5% | $8,363+38.1% | $6,401+80.4% |
| Admin fee / account holder | $707 | $13,781-94.9% | $11,614-93.9% | $11,431-93.8% |