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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 | $167,353-17.9% | $143,797-4.5% | $134,545+2.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.75% | 0.48%-17.2pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $4,721 | $5,620-16.0% | $4,952-4.7% | $4,742-0.4% |
| Participant deferral / active EE | $8,050 | $6,447+24.9% | $5,638+42.8% | $6,401+25.8% |
| Admin fee / account holder | $17,392 | $18,096-3.9% | $14,679+18.5% | $11,431+52.1% |