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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 | $88,602 | $167,362-47.1% | $143,799-38.4% | $134,532-34.1% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -18.01% | 0.47%-18.5pp | -0.04%-18.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $9,440 | $5,620+68.0% | $4,952+90.6% | $4,741+99.1% |
| Participant deferral / active EE | $12,576 | $6,447+95.1% | $5,638+123.0% | $6,401+96.5% |
| Admin fee / account holder | $483 | $18,094-97.3% | $14,677-96.7% | $11,429-95.8% |