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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 | $156,341 | $142,361+9.8% | $119,608+30.7% | $134,509+16.2% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -15.79% | -12.46%-3.3pp | -14.98%-0.8pp | 418.13%-433.9pp |
| Employer contribution / active EE | $1,677 | $5,224-67.9% | $4,232-60.4% | $4,741-64.6% |
| Participant deferral / active EE | $6,606 | $6,468+2.1% | $5,601+17.9% | $6,400+3.2% |
| Admin fee / account holder | $9,571 | $13,588-29.6% | $10,326-7.3% | $11,427-16.2% |