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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 | $98,030 | $167,353-41.4% | $143,797-31.8% | $134,545-27.1% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.2pp |
| Annual return | -17.46% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $5,604 | $5,620-0.3% | $4,952+13.2% | $4,742+18.2% |
| Participant deferral / active EE | $2,792 | $6,447-56.7% | $5,638-50.5% | $6,401-56.4% |
| Admin fee / account holder | $7,218 | $18,096-60.1% | $14,679-50.8% | $11,431-36.9% |