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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 | $96,515 | $167,522-42.4% | $151,639-36.4% | $134,532-28.3% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -11.37% | 7.81%-19.2pp | 3.34%-14.7pp | 418.27%-429.6pp |
| Employer contribution / active EE | $5,372 | $6,828-21.3% | $6,165-12.9% | $4,741+13.3% |
| Participant deferral / active EE | $10,841 | $8,986+20.6% | $8,363+29.6% | $6,401+69.4% |
| Admin fee / account holder | $3,202 | $13,780-76.8% | $11,613-72.4% | $11,429-72.0% |