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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 | $160,424 | $142,392+12.7% | $119,622+34.1% | $134,532+19.2% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -15.21% | -12.46%-2.7pp | -14.98%-0.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $5,119 | $5,224-2.0% | $4,232+21.0% | $4,741+8.0% |
| Participant deferral / active EE | $10,130 | $6,467+56.6% | $5,601+80.9% | $6,401+58.3% |
| Admin fee / account holder | $675 | $13,593-95.0% | $10,328-93.5% | $11,429-94.1% |