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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 | $137,329 | $167,352-17.9% | $143,788-4.5% | $134,509+2.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.75% | 0.47%-17.2pp | -0.03%-16.7pp | 418.13%-434.9pp |
| Employer contribution / active EE | $4,721 | $5,620-16.0% | $4,952-4.7% | $4,741-0.4% |
| Participant deferral / active EE | $8,050 | $6,447+24.9% | $5,638+42.8% | $6,400+25.8% |
| Admin fee / account holder | $17,392 | $18,091-3.9% | $14,675+18.5% | $11,427+52.2% |