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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 | $122,011 | $97,027+25.7% | $83,323+46.4% | $135,382-9.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.46% | 12.31%-18.8pp | 10.63%-17.1pp | 519.77%-526.2pp |
| Employer contribution / active EE | $10,000 | $4,143+141.4% | $3,379+196.0% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,666 | $8,427-80.2% | $7,539-77.9% | $10,829-84.6% |