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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 | $157,552 | $167,533-6.0% | $151,645+3.9% | $134,545+17.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.53% | 7.81%-27.3pp | 3.34%-22.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $4,056 | $6,828-40.6% | $6,165-34.2% | $4,742-14.5% |
| Participant deferral / active EE | $14,991 | $8,985+66.8% | $8,363+79.3% | $6,401+134.2% |
| Admin fee / account holder | $15,167 | $13,781+10.1% | $11,614+30.6% | $11,431+32.7% |