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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 | $70,203 | $167,353-58.1% | $143,797-51.2% | $134,545-47.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.94% | 0.48%-20.4pp | -0.04%-19.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $7,120 | $5,620+26.7% | $4,952+43.8% | $4,742+50.2% |
| Participant deferral / active EE | $3,861 | $6,447-40.1% | $5,638-31.5% | $6,401-39.7% |
| Admin fee / account holder | $1,529 | $18,096-91.6% | $14,679-89.6% | $11,431-86.6% |