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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 | $108,756 | $167,362-35.0% | $143,799-24.4% | $134,532-19.2% |
| Participation rate | 86.4% | 84.8%+1.5pp | 80.3%+6.0pp | 81.2%+5.1pp |
| Annual return | -19.75% | 0.47%-20.2pp | -0.04%-19.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $3,441 | $5,620-38.8% | $4,952-30.5% | $4,741-27.4% |
| Participant deferral / active EE | $9,898 | $6,447+53.5% | $5,638+75.6% | $6,401+54.6% |
| Admin fee / account holder | $379 | $18,094-97.9% | $14,677-97.4% | $11,429-96.7% |