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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 | $38,410 | $167,362-77.0% | $143,799-73.3% | $134,532-71.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -17.30% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $3,117 | $5,620-44.6% | $4,952-37.1% | $4,741-34.3% |
| Participant deferral / active EE | $3,167 | $6,447-50.9% | $5,638-43.8% | $6,401-50.5% |
| Admin fee / account holder | $780 | $18,094-95.7% | $14,677-94.7% | $11,429-93.2% |