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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 | $90,410 | $167,533-46.0% | $151,645-40.4% | $134,545-32.8% |
| Participation rate | 91.3% | 88.4%+2.9pp | 87.5%+3.8pp | 81.2%+10.1pp |
| Annual return | -20.06% | 7.81%-27.9pp | 3.34%-23.4pp | 418.37%-438.4pp |
| Employer contribution / active EE | $2,168 | $6,828-68.3% | $6,165-64.8% | $4,742-54.3% |
| Participant deferral / active EE | $5,352 | $8,985-40.4% | $8,363-36.0% | $6,401-16.4% |
| Admin fee / account holder | $1,238 | $13,781-91.0% | $11,614-89.3% | $11,431-89.2% |