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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 | $111,244 | $167,362-33.5% | $143,799-22.6% | $134,532-17.3% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -14.62% | 0.47%-15.1pp | -0.04%-14.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $5,401 | $5,620-3.9% | $4,952+9.1% | $4,741+13.9% |
| Participant deferral / active EE | $5,089 | $6,447-21.1% | $5,638-9.7% | $6,401-20.5% |
| Admin fee / account holder | $14,278 | $18,094-21.1% | $14,677-2.7% | $11,429+24.9% |