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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 | $164,977 | $167,353-1.4% | $143,797+14.7% | $134,545+22.6% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -17.02% | 0.48%-17.5pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,655 | $5,620-70.5% | $4,952-66.6% | $4,742-65.1% |
| Participant deferral / active EE | $2,562 | $6,447-60.3% | $5,638-54.6% | $6,401-60.0% |
| Admin fee / account holder | $1,883 | $18,096-89.6% | $14,679-87.2% | $11,431-83.5% |