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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 | $160,722 | $175,646-8.5% | $129,118+24.5% | $134,545+19.5% |
| Participation rate | 81.8% | 81.6%+0.3pp | 77.2%+4.6pp | 81.2%+0.6pp |
| Annual return | -18.15% | -11.39%-6.8pp | -10.94%-7.2pp | 418.37%-436.5pp |
| Employer contribution / active EE | $7,202 | $6,355+13.3% | $5,051+42.6% | $4,742+51.9% |
| Participant deferral / active EE | $10,329 | $7,970+29.6% | $6,539+58.0% | $6,401+61.4% |
| Admin fee / account holder | $3,949 | $23,578-83.2% | $14,305-72.4% | $11,431-65.4% |