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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 | $85,457 | $167,353-48.9% | $143,797-40.6% | $134,545-36.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -6.32% | 0.48%-6.8pp | -0.04%-6.3pp | 418.37%-424.7pp |
| Employer contribution / active EE | $12,404 | $5,620+120.7% | $4,952+150.5% | $4,742+161.6% |
| Participant deferral / active EE | $7,844 | $6,447+21.7% | $5,638+39.1% | $6,401+22.5% |
| Admin fee / account holder | $648 | $18,096-96.4% | $14,679-95.6% | $11,431-94.3% |