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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 | $99,128 | $167,353-40.8% | $143,797-31.1% | $134,545-26.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.23% | 0.48%-14.7pp | -0.04%-14.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $10,541 | $5,620+87.5% | $4,952+112.8% | $4,742+122.3% |
| Participant deferral / active EE | $15,414 | $6,447+139.1% | $5,638+173.4% | $6,401+140.8% |
| Admin fee / account holder | $4,624 | $18,096-74.4% | $14,679-68.5% | $11,431-59.6% |