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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 | $112,318 | $167,362-32.9% | $143,799-21.9% | $134,532-16.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -16.07% | 0.47%-16.5pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,451 | $5,620-74.2% | $4,952-70.7% | $4,741-69.4% |
| Participant deferral / active EE | $5,635 | $6,447-12.6% | $5,638-0.1% | $6,401-12.0% |
| Admin fee / account holder | $548 | $18,094-97.0% | $14,677-96.3% | $11,429-95.2% |