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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 | $133,269 | $167,353-20.4% | $143,797-7.3% | $134,545-0.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.78% | 0.48%-15.3pp | -0.04%-14.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $6,655 | $5,620+18.4% | $4,952+34.4% | $4,742+40.4% |
| Participant deferral / active EE | $4,435 | $6,447-31.2% | $5,638-21.3% | $6,401-30.7% |
| Admin fee / account holder | $1,722 | $18,096-90.5% | $14,679-88.3% | $11,431-84.9% |