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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 | $141,306 | $167,362-15.6% | $143,799-1.7% | $134,532+5.0% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -6.09% | 0.47%-6.6pp | -0.04%-6.0pp | 418.27%-424.4pp |
| Employer contribution / active EE | $4,167 | $5,620-25.9% | $4,952-15.9% | $4,741-12.1% |
| Participant deferral / active EE | $3,901 | $6,447-39.5% | $5,638-30.8% | $6,401-39.1% |
| Admin fee / account holder | $20,217 | $18,094+11.7% | $14,677+37.7% | $11,429+76.9% |