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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 | $86,768 | $167,362-48.2% | $143,799-39.7% | $134,532-35.5% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -10.61% | 0.47%-11.1pp | -0.04%-10.6pp | 418.27%-428.9pp |
| Employer contribution / active EE | $3,559 | $5,620-36.7% | $4,952-28.1% | $4,741-24.9% |
| Participant deferral / active EE | $10,053 | $6,447+55.9% | $5,638+78.3% | $6,401+57.1% |
| Admin fee / account holder | $3,178 | $18,094-82.4% | $14,677-78.3% | $11,429-72.2% |