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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 | $161,033 | $167,353-3.8% | $143,797+12.0% | $134,545+19.7% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -18.00% | 0.48%-18.5pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $3,570 | $5,620-36.5% | $4,952-27.9% | $4,742-24.7% |
| Participant deferral / active EE | $6,720 | $6,447+4.2% | $5,638+19.2% | $6,401+5.0% |
| Admin fee / account holder | $345 | $18,096-98.1% | $14,679-97.6% | $11,431-97.0% |