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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 | $127,442 | $167,362-23.9% | $143,799-11.4% | $134,532-5.3% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -10.37% | 0.47%-10.8pp | -0.04%-10.3pp | 418.27%-428.6pp |
| Employer contribution / active EE | $9,116 | $5,620+62.2% | $4,952+84.1% | $4,741+92.3% |
| Participant deferral / active EE | $7,763 | $6,447+20.4% | $5,638+37.7% | $6,401+21.3% |
| Admin fee / account holder | $4,812 | $18,094-73.4% | $14,677-67.2% | $11,429-57.9% |