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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 | $128,777 | $167,362-23.1% | $143,799-10.4% | $134,532-4.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.72% | 0.47%-18.2pp | -0.04%-17.7pp | 418.27%-436.0pp |
| Employer contribution / active EE | $9,965 | $5,620+77.3% | $4,952+101.2% | $4,741+110.2% |
| Participant deferral / active EE | $6,411 | $6,447-0.6% | $5,638+13.7% | $6,401+0.2% |
| Admin fee / account holder | $674 | $18,094-96.3% | $14,677-95.4% | $11,429-94.1% |