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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 | $117,702 | $167,362-29.7% | $143,799-18.1% | $134,532-12.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -10.26% | 0.47%-10.7pp | -0.04%-10.2pp | 418.27%-428.5pp |
| Employer contribution / active EE | $1,801 | $5,620-68.0% | $4,952-63.6% | $4,741-62.0% |
| Participant deferral / active EE | $5,052 | $6,447-21.6% | $5,638-10.4% | $6,401-21.1% |
| Admin fee / account holder | $912 | $18,094-95.0% | $14,677-93.8% | $11,429-92.0% |