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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 | $152,240 | $167,352-9.0% | $143,788+5.9% | $134,509+13.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.10% | 0.47%-17.6pp | -0.03%-17.1pp | 418.13%-435.2pp |
| Employer contribution / active EE | $4,055 | $5,620-27.9% | $4,952-18.1% | $4,741-14.5% |
| Participant deferral / active EE | $9,721 | $6,447+50.8% | $5,638+72.4% | $6,400+51.9% |
| Admin fee / account holder | $1,499 | $18,091-91.7% | $14,675-89.8% | $11,427-86.9% |