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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 | $188,165 | $167,362+12.4% | $143,799+30.9% | $134,532+39.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -15.29% | 0.47%-15.8pp | -0.04%-15.2pp | 418.27%-433.6pp |
| Employer contribution / active EE | $3,305 | $5,620-41.2% | $4,952-33.3% | $4,741-30.3% |
| Participant deferral / active EE | $8,151 | $6,447+26.4% | $5,638+44.6% | $6,401+27.3% |
| Admin fee / account holder | $5,128 | $18,094-71.7% | $14,677-65.1% | $11,429-55.1% |