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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 | $64,116 | $142,361-55.0% | $119,608-46.4% | $134,509-52.3% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -15.99% | -12.46%-3.5pp | -14.98%-1.0pp | 418.13%-434.1pp |
| Employer contribution / active EE | $7,751 | $5,224+48.4% | $4,232+83.1% | $4,741+63.5% |
| Participant deferral / active EE | $4,986 | $6,468-22.9% | $5,601-11.0% | $6,400-22.1% |
| Admin fee / account holder | $4,618 | $13,588-66.0% | $10,326-55.3% | $11,427-59.6% |