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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 | $39,778 | $167,362-76.2% | $143,799-72.3% | $134,532-70.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -16.01% | 0.47%-16.5pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,610 | $5,620-53.6% | $4,952-47.3% | $4,741-44.9% |
| Participant deferral / active EE | $6,960 | $6,447+7.9% | $5,638+23.4% | $6,401+8.7% |
| Admin fee / account holder | $19,764 | $18,094+9.2% | $14,677+34.7% | $11,429+72.9% |