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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 | $161,939 | $142,392+13.7% | $119,622+35.4% | $134,532+20.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.04% | -12.46%-5.6pp | -14.98%-3.1pp | 418.27%-436.3pp |
| Employer contribution / active EE | $3,230 | $5,224-38.2% | $4,232-23.7% | $4,741-31.9% |
| Participant deferral / active EE | $7,871 | $6,467+21.7% | $5,601+40.5% | $6,401+23.0% |
| Admin fee / account holder | $6,640 | $13,593-51.1% | $10,328-35.7% | $11,429-41.9% |