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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 | $171,245 | $167,533+2.2% | $151,645+12.9% | $134,545+27.3% |
| Participation rate | 82.6% | 88.4%-5.8pp | 87.5%-4.9pp | 81.2%+1.4pp |
| Annual return | -16.36% | 7.81%-24.2pp | 3.34%-19.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $4,329 | $6,828-36.6% | $6,165-29.8% | $4,742-8.7% |
| Participant deferral / active EE | $6,138 | $8,985-31.7% | $8,363-26.6% | $6,401-4.1% |
| Admin fee / account holder | $1,633 | $13,781-88.1% | $11,614-85.9% | $11,431-85.7% |