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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 | $79,932 | $142,358-43.9% | $119,615-33.2% | $134,493-40.6% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -16.63% | -12.46%-4.2pp | -14.98%-1.6pp | 418.01%-434.6pp |
| Employer contribution / active EE | $6,006 | $5,223+15.0% | $4,232+41.9% | $4,740+26.7% |
| Participant deferral / active EE | $10,429 | $6,470+61.2% | $5,602+86.2% | $6,400+63.0% |
| Admin fee / account holder | $1,433 | $13,585-89.5% | $10,324-86.1% | $11,425-87.5% |