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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 | $174,760 | $167,362+4.4% | $143,799+21.5% | $134,532+29.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.60% | 0.47%-19.1pp | -0.04%-18.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $9,765 | $5,620+73.7% | $4,952+97.2% | $4,741+106.0% |
| Participant deferral / active EE | $5,330 | $6,447-17.3% | $5,638-5.5% | $6,401-16.7% |
| Admin fee / account holder | $3,464 | $18,094-80.9% | $14,677-76.4% | $11,429-69.7% |