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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 | $107,528 | $105,867+1.6% | $90,760+18.5% | $134,532-20.1% |
| Participation rate | 81.8% | 78.3%+3.6pp | 75.7%+6.1pp | 81.2%+0.6pp |
| Annual return | -17.05% | -10.99%-6.1pp | -12.16%-4.9pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $835 | $13,936-94.0% | $8,444-90.1% | $11,429-92.7% |