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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 | $197,558 | $167,362+18.0% | $143,799+37.4% | $134,532+46.8% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -17.03% | 0.47%-17.5pp | -0.04%-17.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $5,294 | $5,620-5.8% | $4,952+6.9% | $4,741+11.7% |
| Participant deferral / active EE | $8,596 | $6,447+33.3% | $5,638+52.5% | $6,401+34.3% |
| Admin fee / account holder | $9,795 | $18,094-45.9% | $14,677-33.3% | $11,429-14.3% |