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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 | $66,082 | $167,353-60.5% | $143,797-54.0% | $134,545-50.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.58% | 0.48%-19.1pp | -0.04%-18.5pp | 418.37%-436.9pp |
| Employer contribution / active EE | $9,685 | $5,620+72.3% | $4,952+95.6% | $4,742+104.3% |
| Participant deferral / active EE | $7,867 | $6,447+22.0% | $5,638+39.5% | $6,401+22.9% |
| Admin fee / account holder | $513 | $18,096-97.2% | $14,679-96.5% | $11,431-95.5% |