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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 | $108,251 | $167,362-35.3% | $143,799-24.7% | $134,532-19.5% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -17.89% | 0.47%-18.4pp | -0.04%-17.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $4,374 | $5,620-22.2% | $4,952-11.7% | $4,741-7.7% |
| Participant deferral / active EE | $8,397 | $6,447+30.2% | $5,638+48.9% | $6,401+31.2% |
| Admin fee / account holder | $790 | $18,094-95.6% | $14,677-94.6% | $11,429-93.1% |