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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 | $141,280 | $167,352-15.6% | $143,788-1.7% | $134,509+5.0% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -18.57% | 0.47%-19.0pp | -0.03%-18.5pp | 418.13%-436.7pp |
| Employer contribution / active EE | $5,198 | $5,620-7.5% | $4,952+5.0% | $4,741+9.7% |
| Participant deferral / active EE | $10,266 | $6,447+59.2% | $5,638+82.1% | $6,400+60.4% |
| Admin fee / account holder | $2,218 | $18,091-87.7% | $14,675-84.9% | $11,427-80.6% |