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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 | $86,986 | $167,353-48.0% | $143,797-39.5% | $134,545-35.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.61% | 0.48%-15.1pp | -0.04%-14.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $6,891 | $5,620+22.6% | $4,952+39.1% | $4,742+45.3% |
| Participant deferral / active EE | $9,261 | $6,447+43.6% | $5,638+64.2% | $6,401+44.7% |
| Admin fee / account holder | $810 | $18,096-95.5% | $14,679-94.5% | $11,431-92.9% |