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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 | $76,253 | $167,362-54.4% | $143,799-47.0% | $134,532-43.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -17.07% | 0.47%-17.5pp | -0.04%-17.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,679 | $5,620-52.3% | $4,952-45.9% | $4,741-43.5% |
| Participant deferral / active EE | $7,175 | $6,447+11.3% | $5,638+27.2% | $6,401+12.1% |
| Admin fee / account holder | $725 | $18,094-96.0% | $14,677-95.1% | $11,429-93.7% |