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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 | $102,314 | $167,352-38.9% | $143,788-28.8% | $134,509-23.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -13.16% | 0.47%-13.6pp | -0.03%-13.1pp | 418.13%-431.3pp |
| Employer contribution / active EE | $4,504 | $5,620-19.9% | $4,952-9.0% | $4,741-5.0% |
| Participant deferral / active EE | $9,485 | $6,447+47.1% | $5,638+68.2% | $6,400+48.2% |
| Admin fee / account holder | $11,358 | $18,091-37.2% | $14,675-22.6% | $11,427-0.6% |