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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 | $113,169 | $167,522-32.4% | $151,639-25.4% | $134,532-15.9% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -14.65% | 7.81%-22.5pp | 3.34%-18.0pp | 418.27%-432.9pp |
| Employer contribution / active EE | $1,586 | $6,828-76.8% | $6,165-74.3% | $4,741-66.6% |
| Participant deferral / active EE | $10,082 | $8,986+12.2% | $8,363+20.5% | $6,401+57.5% |
| Admin fee / account holder | $12,894 | $13,780-6.4% | $11,613+11.0% | $11,429+12.8% |