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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 | $188,018 | $167,353+12.3% | $143,797+30.8% | $134,545+39.7% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | -15.58% | 0.48%-16.1pp | -0.04%-15.5pp | 418.37%-434.0pp |
| Employer contribution / active EE | $4,922 | $5,620-12.4% | $4,952-0.6% | $4,742+3.8% |
| Participant deferral / active EE | $4,076 | $6,447-36.8% | $5,638-27.7% | $6,401-36.3% |
| Admin fee / account holder | $1,026 | $18,096-94.3% | $14,679-93.0% | $11,431-91.0% |