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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 | $171,852 | $142,361+20.7% | $119,608+43.7% | $134,509+27.8% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.3%-5.9pp | 81.2%-7.9pp |
| Annual return | -14.91% | -12.46%-2.4pp | -14.98%+0.1pp | 418.13%-433.0pp |
| Employer contribution / active EE | $3,305 | $5,224-36.7% | $4,232-21.9% | $4,741-30.3% |
| Participant deferral / active EE | $6,452 | $6,468-0.3% | $5,601+15.2% | $6,400+0.8% |
| Admin fee / account holder | $10,436 | $13,588-23.2% | $10,326+1.1% | $11,427-8.7% |