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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 | $159,202 | $167,522-5.0% | $151,639+5.0% | $134,532+18.3% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -14.83% | 7.81%-22.6pp | 3.34%-18.2pp | 418.27%-433.1pp |
| Employer contribution / active EE | $4,730 | $6,828-30.7% | $6,165-23.3% | $4,741-0.2% |
| Participant deferral / active EE | $13,220 | $8,986+47.1% | $8,363+58.1% | $6,401+106.5% |
| Admin fee / account holder | $4,797 | $13,780-65.2% | $11,613-58.7% | $11,429-58.0% |