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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 | $96,237 | $167,522-42.6% | $151,639-36.5% | $134,532-28.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -18.41% | 7.81%-26.2pp | 3.34%-21.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,950 | $6,828-71.4% | $6,165-68.4% | $4,741-58.9% |
| Participant deferral / active EE | $8,930 | $8,986-0.6% | $8,363+6.8% | $6,401+39.5% |
| Admin fee / account holder | $2,856 | $13,780-79.3% | $11,613-75.4% | $11,429-75.0% |