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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 | $104,961 | $167,353-37.3% | $143,797-27.0% | $134,545-22.0% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -15.69% | 0.48%-16.2pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $8,565 | $5,620+52.4% | $4,952+72.9% | $4,742+80.6% |
| Participant deferral / active EE | $10,870 | $6,447+68.6% | $5,638+92.8% | $6,401+69.8% |
| Admin fee / account holder | $3,398 | $18,096-81.2% | $14,679-76.9% | $11,431-70.3% |