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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 | $148,306 | $167,352-11.4% | $143,788+3.1% | $134,509+10.3% |
| Participation rate | 86.4% | 84.8%+1.5pp | 80.3%+6.1pp | 81.2%+5.1pp |
| Annual return | -18.24% | 0.47%-18.7pp | -0.03%-18.2pp | 418.13%-436.4pp |
| Employer contribution / active EE | $8,237 | $5,620+46.6% | $4,952+66.4% | $4,741+73.8% |
| Participant deferral / active EE | $7,346 | $6,447+13.9% | $5,638+30.3% | $6,400+14.8% |
| Admin fee / account holder | $787 | $18,091-95.6% | $14,675-94.6% | $11,427-93.1% |