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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 | $128,103 | $167,362-23.5% | $143,799-10.9% | $134,532-4.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.33% | 0.47%-15.8pp | -0.04%-15.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $7,631 | $5,620+35.8% | $4,952+54.1% | $4,741+61.0% |
| Participant deferral / active EE | $4,042 | $6,447-37.3% | $5,638-28.3% | $6,401-36.8% |
| Admin fee / account holder | $5,094 | $18,094-71.8% | $14,677-65.3% | $11,429-55.4% |