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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 | $32,390 | $167,352-80.6% | $143,788-77.5% | $134,509-75.9% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -7.55% | 0.47%-8.0pp | -0.03%-7.5pp | 418.13%-425.7pp |
| Employer contribution / active EE | $4,606 | $5,620-18.0% | $4,952-7.0% | $4,741-2.8% |
| Participant deferral / active EE | $10,319 | $6,447+60.1% | $5,638+83.0% | $6,400+61.2% |
| Admin fee / account holder | $857 | $18,091-95.3% | $14,675-94.2% | $11,427-92.5% |