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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 | $74,202 | $167,353-55.7% | $143,797-48.4% | $134,545-44.8% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -15.17% | 0.48%-15.6pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $6,050 | $5,620+7.6% | $4,952+22.2% | $4,742+27.6% |
| Participant deferral / active EE | $5,685 | $6,447-11.8% | $5,638+0.8% | $6,401-11.2% |
| Admin fee / account holder | $4,346 | $18,096-76.0% | $14,679-70.4% | $11,431-62.0% |