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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 | $93,512 | $167,353-44.1% | $143,797-35.0% | $134,545-30.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.48% | 0.48%-18.0pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $9,849 | $5,620+75.2% | $4,952+98.9% | $4,742+107.7% |
| Participant deferral / active EE | $7,945 | $6,447+23.2% | $5,638+40.9% | $6,401+24.1% |
| Admin fee / account holder | $2,082 | $18,096-88.5% | $14,679-85.8% | $11,431-81.8% |