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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 | $101,904 | $167,362-39.1% | $143,799-29.1% | $134,532-24.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.46% | 0.47%-19.9pp | -0.04%-19.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $7,783 | $5,620+38.5% | $4,952+57.2% | $4,741+64.2% |
| Participant deferral / active EE | $7,048 | $6,447+9.3% | $5,638+25.0% | $6,401+10.1% |
| Admin fee / account holder | $406 | $18,094-97.8% | $14,677-97.2% | $11,429-96.4% |