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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 | $69,923 | $167,353-58.2% | $143,797-51.4% | $134,545-48.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -15.02% | 0.48%-15.5pp | -0.04%-15.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $5,998 | $5,620+6.7% | $4,952+21.1% | $4,742+26.5% |
| Participant deferral / active EE | $6,328 | $6,447-1.8% | $5,638+12.2% | $6,401-1.1% |
| Admin fee / account holder | $2,660 | $18,096-85.3% | $14,679-81.9% | $11,431-76.7% |