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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 | $58,046 | $167,362-65.3% | $143,799-59.6% | $134,532-56.9% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -15.57% | 0.47%-16.0pp | -0.04%-15.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $5,033 | $5,620-10.5% | $4,952+1.6% | $4,741+6.2% |
| Participant deferral / active EE | $7,357 | $6,447+14.1% | $5,638+30.5% | $6,401+14.9% |
| Admin fee / account holder | $1,388 | $18,094-92.3% | $14,677-90.5% | $11,429-87.9% |