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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 | $73,855 | $167,352-55.9% | $143,788-48.6% | $134,509-45.1% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -13.33% | 0.47%-13.8pp | -0.03%-13.3pp | 418.13%-431.5pp |
| Employer contribution / active EE | $3,511 | $5,620-37.5% | $4,952-29.1% | $4,741-25.9% |
| Participant deferral / active EE | $7,362 | $6,447+14.2% | $5,638+30.6% | $6,400+15.0% |
| Admin fee / account holder | $28,670 | $18,091+58.5% | $14,675+95.4% | $11,427+150.9% |