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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 | $181,673 | $167,353+8.6% | $143,797+26.3% | $134,545+35.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.96% | 0.48%-18.4pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $7,372 | $5,620+31.2% | $4,952+48.9% | $4,742+55.5% |
| Participant deferral / active EE | $3,473 | $6,447-46.1% | $5,638-38.4% | $6,401-45.7% |
| Admin fee / account holder | $6,689 | $18,096-63.0% | $14,679-54.4% | $11,431-41.5% |