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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 | $104,640 | $167,353-37.5% | $143,797-27.2% | $134,545-22.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -18.56% | 0.48%-19.0pp | -0.04%-18.5pp | 418.37%-436.9pp |
| Employer contribution / active EE | $5,894 | $5,620+4.9% | $4,952+19.0% | $4,742+24.3% |
| Participant deferral / active EE | $5,342 | $6,447-17.1% | $5,638-5.3% | $6,401-16.6% |
| Admin fee / account holder | $597 | $18,096-96.7% | $14,679-95.9% | $11,431-94.8% |