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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 | $60,851 | $167,352-63.6% | $143,788-57.7% | $134,509-54.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.90% | 0.47%-16.4pp | -0.03%-15.9pp | 418.13%-434.0pp |
| Employer contribution / active EE | $7,562 | $5,620+34.6% | $4,952+52.7% | $4,741+59.5% |
| Participant deferral / active EE | $5,649 | $6,447-12.4% | $5,638+0.2% | $6,400-11.7% |
| Admin fee / account holder | $866 | $18,091-95.2% | $14,675-94.1% | $11,427-92.4% |