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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 | $151,753 | $167,353-9.3% | $143,797+5.5% | $134,545+12.8% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -17.23% | 0.48%-17.7pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $4,832 | $5,620-14.0% | $4,952-2.4% | $4,742+1.9% |
| Participant deferral / active EE | $5,246 | $6,447-18.6% | $5,638-7.0% | $6,401-18.0% |
| Admin fee / account holder | $31,093 | $18,096+71.8% | $14,679+111.8% | $11,431+172.0% |