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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 | $141,621 | $167,362-15.4% | $143,799-1.5% | $134,532+5.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.79% | 0.47%-20.3pp | -0.04%-19.7pp | 418.27%-438.1pp |
| Employer contribution / active EE | $8,989 | $5,620+59.9% | $4,952+81.5% | $4,741+89.6% |
| Participant deferral / active EE | $9,159 | $6,447+42.1% | $5,638+62.4% | $6,401+43.1% |
| Admin fee / account holder | $2,067 | $18,094-88.6% | $14,677-85.9% | $11,429-81.9% |