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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 | $65,276 | $167,353-61.0% | $143,797-54.6% | $134,545-51.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.37% | 0.48%-19.9pp | -0.04%-19.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $8,015 | $5,620+42.6% | $4,952+61.8% | $4,742+69.0% |
| Participant deferral / active EE | $6,075 | $6,447-5.8% | $5,638+7.7% | $6,401-5.1% |
| Admin fee / account holder | $3,551 | $18,096-80.4% | $14,679-75.8% | $11,431-68.9% |