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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 | $178,401 | $167,362+6.6% | $143,799+24.1% | $134,532+32.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -13.57% | 0.47%-14.0pp | -0.04%-13.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $1,725 | $5,620-69.3% | $4,952-65.2% | $4,741-63.6% |
| Participant deferral / active EE | $3,529 | $6,447-45.3% | $5,638-37.4% | $6,401-44.9% |
| Admin fee / account holder | $68,303 | $18,094+277.5% | $14,677+365.4% | $11,429+497.7% |