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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 | $89,696 | $167,362-46.4% | $143,799-37.6% | $134,532-33.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -4.51% | 0.47%-5.0pp | -0.04%-4.5pp | 418.27%-422.8pp |
| Employer contribution / active EE | $13,288 | $5,620+136.4% | $4,952+168.3% | $4,741+180.3% |
| Participant deferral / active EE | $9,156 | $6,447+42.0% | $5,638+62.4% | $6,401+43.0% |
| Admin fee / account holder | $1,350 | $18,094-92.5% | $14,677-90.8% | $11,429-88.2% |