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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 | $159,828 | $167,362-4.5% | $143,799+11.1% | $134,532+18.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.76% | 0.47%-20.2pp | -0.04%-19.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $5,582 | $5,620-0.7% | $4,952+12.7% | $4,741+17.7% |
| Participant deferral / active EE | $4,066 | $6,447-36.9% | $5,638-27.9% | $6,401-36.5% |
| Admin fee / account holder | $5,444 | $18,094-69.9% | $14,677-62.9% | $11,429-52.4% |