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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 | $115,631 | $167,362-30.9% | $143,799-19.6% | $134,532-14.0% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -14.22% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $4,984 | $5,620-11.3% | $4,952+0.6% | $4,741+5.1% |
| Participant deferral / active EE | $4,709 | $6,447-27.0% | $5,638-16.5% | $6,401-26.4% |
| Admin fee / account holder | $775 | $18,094-95.7% | $14,677-94.7% | $11,429-93.2% |