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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 | $69,227 | $167,353-58.6% | $143,797-51.9% | $134,545-48.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.85% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $7,718 | $5,620+37.3% | $4,952+55.8% | $4,742+62.8% |
| Participant deferral / active EE | $10,406 | $6,447+61.4% | $5,638+84.6% | $6,401+62.6% |
| Admin fee / account holder | $18,660 | $18,096+3.1% | $14,679+27.1% | $11,431+63.2% |