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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 | $37,401 | $167,353-77.7% | $143,797-74.0% | $134,545-72.2% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -18.03% | 0.48%-18.5pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $6,017 | $5,620+7.1% | $4,952+21.5% | $4,742+26.9% |
| Participant deferral / active EE | $3,797 | $6,447-41.1% | $5,638-32.7% | $6,401-40.7% |
| Admin fee / account holder | $415 | $18,096-97.7% | $14,679-97.2% | $11,431-96.4% |