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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 | $94,532 | $167,362-43.5% | $143,799-34.3% | $134,532-29.7% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -17.21% | 0.47%-17.7pp | -0.04%-17.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $3,002 | $5,620-46.6% | $4,952-39.4% | $4,741-36.7% |
| Participant deferral / active EE | $7,060 | $6,447+9.5% | $5,638+25.2% | $6,401+10.3% |
| Admin fee / account holder | $1,119 | $18,094-93.8% | $14,677-92.4% | $11,429-90.2% |