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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 | $123,082 | $167,353-26.5% | $143,797-14.4% | $134,545-8.5% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -17.30% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $21,866 | $5,620+289.0% | $4,952+341.5% | $4,742+361.2% |
| Participant deferral / active EE | $18,515 | $6,447+187.2% | $5,638+228.4% | $6,401+189.2% |
| Admin fee / account holder | $7,115 | $18,096-60.7% | $14,679-51.5% | $11,431-37.8% |