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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 | $28,469 | $167,362-83.0% | $143,799-80.2% | $134,532-78.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.51% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $7,646 | $5,620+36.0% | $4,952+54.4% | $4,741+61.3% |
| Participant deferral / active EE | $4,844 | $6,447-24.9% | $5,638-14.1% | $6,401-24.3% |
| Admin fee / account holder | $327 | $18,094-98.2% | $14,677-97.8% | $11,429-97.1% |