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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 | $180,526 | $167,353+7.9% | $143,797+25.5% | $134,545+34.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.08% | 0.48%-16.6pp | -0.04%-16.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $3,015 | $5,620-46.4% | $4,952-39.1% | $4,742-36.4% |
| Participant deferral / active EE | $8,212 | $6,447+27.4% | $5,638+45.6% | $6,401+28.3% |
| Admin fee / account holder | $438 | $18,096-97.6% | $14,679-97.0% | $11,431-96.2% |