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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 | $144,193 | $167,353-13.8% | $143,797+0.3% | $134,545+7.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -6.25% | 0.48%-6.7pp | -0.04%-6.2pp | 418.37%-424.6pp |
| Employer contribution / active EE | $2,854 | $5,620-49.2% | $4,952-42.4% | $4,742-39.8% |
| Participant deferral / active EE | $10,142 | $6,447+57.3% | $5,638+79.9% | $6,401+58.4% |
| Admin fee / account holder | $10,922 | $18,096-39.6% | $14,679-25.6% | $11,431-4.4% |