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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 | $170,744 | $167,362+2.0% | $143,799+18.7% | $134,532+26.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -13.74% | 0.47%-14.2pp | -0.04%-13.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $3,644 | $5,620-35.2% | $4,952-26.4% | $4,741-23.1% |
| Participant deferral / active EE | $3,803 | $6,447-41.0% | $5,638-32.5% | $6,401-40.6% |
| Admin fee / account holder | $8,648 | $18,094-52.2% | $14,677-41.1% | $11,429-24.3% |