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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 | $124,612 | $167,353-25.5% | $143,797-13.3% | $134,545-7.4% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -16.34% | 0.48%-16.8pp | -0.04%-16.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $7,103 | $5,620+26.4% | $4,952+43.4% | $4,742+49.8% |
| Participant deferral / active EE | $5,865 | $6,447-9.0% | $5,638+4.0% | $6,401-8.4% |
| Admin fee / account holder | $4,485 | $18,096-75.2% | $14,679-69.4% | $11,431-60.8% |