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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 | $201,965 | $167,353+20.7% | $143,797+40.5% | $134,545+50.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.30% | 0.48%-16.8pp | -0.04%-16.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,159 | $5,620-61.6% | $4,952-56.4% | $4,742-54.5% |
| Participant deferral / active EE | $8,318 | $6,447+29.0% | $5,638+47.5% | $6,401+29.9% |
| Admin fee / account holder | $17,028 | $18,096-5.9% | $14,679+16.0% | $11,431+49.0% |