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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 | $28,578 | $167,353-82.9% | $143,797-80.1% | $134,545-78.8% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -18.62% | 0.48%-19.1pp | -0.04%-18.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $6,075 | $5,620+8.1% | $4,952+22.7% | $4,742+28.1% |
| Participant deferral / active EE | $6,007 | $6,447-6.8% | $5,638+6.5% | $6,401-6.2% |
| Admin fee / account holder | $1,520 | $18,096-91.6% | $14,679-89.6% | $11,431-86.7% |