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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 | $102,559 | $167,352-38.7% | $143,788-28.7% | $134,509-23.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.13% | 0.47%-15.6pp | -0.03%-15.1pp | 418.13%-433.3pp |
| Employer contribution / active EE | $5,074 | $5,620-9.7% | $4,952+2.5% | $4,741+7.0% |
| Participant deferral / active EE | $4,850 | $6,447-24.8% | $5,638-14.0% | $6,400-24.2% |
| Admin fee / account holder | $1,809 | $18,091-90.0% | $14,675-87.7% | $11,427-84.2% |