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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 | $50,890 | $167,362-69.6% | $143,799-64.6% | $134,532-62.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.01% | 0.47%-16.5pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $7,462 | $5,620+32.8% | $4,952+50.7% | $4,741+57.4% |
| Participant deferral / active EE | $5,505 | $6,447-14.6% | $5,638-2.4% | $6,401-14.0% |
| Admin fee / account holder | $1,208 | $18,094-93.3% | $14,677-91.8% | $11,429-89.4% |