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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 | $148,114 | $167,353-11.5% | $143,797+3.0% | $134,545+10.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.92% | 0.48%-19.4pp | -0.04%-18.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,277 | $5,620-77.3% | $4,952-74.2% | $4,742-73.1% |
| Participant deferral / active EE | $14,345 | $6,447+122.5% | $5,638+154.4% | $6,401+124.1% |
| Admin fee / account holder | $821 | $18,096-95.5% | $14,679-94.4% | $11,431-92.8% |