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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 | $158,942 | $167,352-5.0% | $143,788+10.5% | $134,509+18.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.05% | 0.47%-14.5pp | -0.03%-14.0pp | 418.13%-432.2pp |
| Employer contribution / active EE | $3,873 | $5,620-31.1% | $4,952-21.8% | $4,741-18.3% |
| Participant deferral / active EE | $6,748 | $6,447+4.7% | $5,638+19.7% | $6,400+5.4% |
| Admin fee / account holder | $47,229 | $18,091+161.1% | $14,675+221.8% | $11,427+313.3% |