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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 | $182,316 | $167,353+8.9% | $143,797+26.8% | $134,545+35.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.15% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $2,178 | $5,620-61.2% | $4,952-56.0% | $4,742-54.1% |
| Participant deferral / active EE | $6,573 | $6,447+1.9% | $5,638+16.6% | $6,401+2.7% |
| Admin fee / account holder | $969 | $18,096-94.6% | $14,679-93.4% | $11,431-91.5% |