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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 | $169,390 | $167,362+1.2% | $143,799+17.8% | $134,532+25.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -16.12% | 0.47%-16.6pp | -0.04%-16.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $12,020 | $5,620+113.9% | $4,952+142.7% | $4,741+153.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,448 | $18,094-92.0% | $14,677-90.1% | $11,429-87.3% |