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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 | $168,707 | $167,362+0.8% | $143,799+17.3% | $134,532+25.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -19.89% | 0.47%-20.4pp | -0.04%-19.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $6,751 | $5,620+20.1% | $4,952+36.3% | $4,741+42.4% |
| Participant deferral / active EE | $6,084 | $6,447-5.6% | $5,638+7.9% | $6,401-4.9% |
| Admin fee / account holder | $1,169 | $18,094-93.5% | $14,677-92.0% | $11,429-89.8% |